Investment Advisor - EAM

Mirabaud; Genf; Presencial; CHF 140 000 - 210 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Family-friendly environment

Direct impact on business

Autonomy and entrepreneurship

Inclusion and equal treatment

Resumo da oferta

Mirabaud in Geneva is seeking a Senior Investment Advisor to support the development and promotion of the investment offer for External Asset Managers. You will provide proactive investment ideas based on regulatory context and strategy and document trades and client reports.

You will assist Relationships Managers on investment questions and contribute to drafting ideas and research documents. The role emphasizes autonomy, entrepreneurship, and a direct impact on the business within a

Qualificações

• University degree in Finance or Economics or equivalent.
• 3–5 years investment dept. experience.
• Strong client-facing and sales orientation.
• Fluent in English and French.

Responsabilidades

• Under supervision, support development and promotion of the investment offer for External Asset Managers.
• Provide proactive investment ideas to Independent Asset Managers based on regulatory context and strategy.
• Execute and document trades, cash management and create client reports.
• Assist Relationships Managers with investment questions.
• Contribute to drafting investment ideas and research documents.
• Identify profitable investment opportunities with RMs to optimize revenue.
• Prepare bespoke investment proposals for acquiring new business and existing clients.
• Provide proactive investment advice to sophisticated clients per guidelines and policies.

Conhecimentos

Investment experience

Client-facing

Team player

Interpersonal skills

Trade execution

Formação académica

Finance/Economics degree

CFA or AZEK

Descrição da oferta de emprego

Joining Mirabaud, means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 700 employees based in 8 countries worldwide, Mirabaud offers opportunities to develop one's career across an international network.

Job Description

• Under the supervisions of the Senior Investment Advisor, support in the development and promotion of the investment offer dedicated to ExternalAsset Managers;
• Provide proactive technical investment ideas to Independent Asset Managers, based on regulatory context and investment strategy;
• Execute and document trades, cash management and create client reports;
• Assist the Relationships Managers in general questions on investment matters;
• Contribute to drafting investment ideas and research documents;
• ldentify profitable investment opportunities, working side by side RMs to optimise revenue generation;
• Prepare bespoke investment proposals for acquiring new business as well as for existing clients;
• Provide proactive investment advice to sophisticated clients in accordance with client's investment guidelines and the Bank's policies.

Qualifications

• University Degree in Finance or Economics, or equivalent. Further education in financial markets a plus (CFA, AZEK..);
• A first experience of 3-5years within the Investment Department of a Bank of External Asset Manager is required;
• Extensive client-facing capacities. Sales and solution oriented. Good knowledge of financial markets, portfolio analysis and trade execution. Ability and willingness to work in a team and high interpersonal and communication skills;
• Fluent in English and French.

Additional Information

Step into the action!

• Family-friendly and dynamic environment;
• Direct impact on the business, no matter your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Inclusion and equal treatment.

Notes:

• Only candidates selected for an interview will be contacted. Many thanks for your understanding.
• We will not accept any CVs from agencies.