Investment Advisor - Proactive Client Investment Solutions

Mirabaud-; Genf; Vor Ort; CHF 120.000 - 160.000; Vollzeit

Benefits dieser Stelle

Step into the action!

Family-friendly environment

Direct impact on the business

Autonomy and entrepreneurship

Inclusion and equal treatment

Zusammenfassung

Mirabaud invites you to join an entrepreneurial and innovative environment in Geneva. As part of the Investment team, you will support the development and promotion of the investment offers for External Asset Managers and provide proactive investment ideas to independent managers.

You will execute and document trades, prepare client reports, assist RMs, and draft investment ideas and research documents while delivering proactive advice to sophisticated clients in line with guidelines.

Qualifikationen

• University degree in Finance or Economics; CFA/AZEK a plus.
• 3–5 years experience in the Investment Department of a Bank or External Asset Manager.
• Fluent in English and French; strong client-facing and communication skills.

Aufgaben

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

Ausbildung

University Degree in Finance or Economics

Jobbeschreibung

Mirabaud invites you to join an entrepreneurial and innovative environment in Geneva. As part of the Investment team, you will support the development and promotion of the investment offers for External Asset Managers and provide proactive investment ideas to independent managers.

You will execute and document trades, prepare client reports, assist RMs, and draft investment ideas and research documents while delivering proactive advice to sophisticated clients in line with guidelines.