Junior Investment Advisor
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Job Location:
Geneva - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Job Summary
Investment Analysis
Perform in-depth research and evaluation of a broad range of asset classes including equities fixed income mutual funds and alternative investments to identify opportunities that align with clients objectives
Asset Allocation
Design and implement customized asset allocation strategies tailored to each clients financial goals investment horizon and risk profile with a focus on diversification and long-term performance.
Portfolio Management
Proactively manage and monitor client portfolios making timely adjustments in response to evolving market dynamics client needs and risk considerations.
Risk Assessment
Evaluate the risk-return profile of various investment options and deliver clear data-driven recommendations to help clients navigate market uncertainties and safeguard capital.
Client Communication
Build and maintain trusted client relationships through regular transparent communication. Provide updates on portfolio performance market developments and investment strategy to ensure clarity and confidence.
Prospecting
Create and present investment proposals for potential clients. Monitor the development of the client acquisition process by adjusting investment proposals when needed. Support RMs by presenting the Banks investment process to potential clients.
Trading
Advise and execute clients trading instructions and follow pending orders/limit orders.
Qualifications :
- University degree; CFA is a plus.
- Ideally professional client-facing experience in banking financial markets or trade execution preferable in the lnvestment Advisory business applying a portfolio approach sales and distribution.
- Passionate about financial markets excellent knowledge of financial products and services.
- Very good interpersonal skills; passionate about client service.
- Fluent in English and French. Spanish or Portuguese is an asset.
Additional Information :
Step into the action!
- 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.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Close Protection
- Commercial
- FIDIC
- Indoor Sales
- E-Commerce
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
