Investment Advisor EAM
Geneva - Switzerland
Job Summary
- Under the supervisions of the Senior Investment Advisor support in the development and promotion of the investment offer dedicated to External Asset 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 clients investment guidelines and the Banks policies.
Qualifications :
- University Degree in Finance or Economics or equivalent. Further education in financial markets a plus (CFA AZEK..);
- A first experience of 3-5 years 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.
Remote Work :
No
Employment Type :
Full-time
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