Investment Proposals & Client Reporting Specialist
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Job Location:
Geneva - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
29-08-2025
Vacancies:
1 Vacancy
Job Summary
Manage client reports across all entities of the Group with respect to Mirabaud guidelines and standards in a timely manner and given deadlines :
- Establish and structure investment proposals for prospects and existing clients of the Group
- Provide portfolio overviews on a monthly quarterly yearly basis or on demand
- Develop highly customized reports for marketing purposes and client meetings
- Produce consolidated reports with data obtained from different sources such as banks family offices or other providers
- Brief and debrief with Relationship Managers related to client meetings
Ensure consistency of data respect of legal and marketing guidelines :
- Conduct appropriate controls and reporting processes to reduce risks and error rates
- Interaction in a regular basis with the experts in the different departments of the bank
- Update and organization of the library of documents produced
- Participate in the implementation development and testing of the new client reports
Qualifications :
- Masters Degree;
- 5-10 years experience within a bank in Switzerland in a similar function;
- Very good understanding of financial instruments;
- Strong interest in financial markets;
- Excellent analytical skills accuracy attention to details and well organised;
- Excellent time management able to perform well under pressure;
- Strong team spirit;
- Excellent communication and interpersonal skills;
- Fluent in English (both spoken and written) good command of French any other language (Portuguese Spanish German) is an asset.
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;
- Flexible working arrangements to help you achieve a better work-life balance;
- Variety of cultural and sporting activities during your free time;
- Inclusion and equal treatment;
- Various employee benefits & family friendly benefits.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Active Directory Administration
- Financial Services
- Benefits & Compensation
- Cosmetology
- Architecture
About Company
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 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to d ... View more
