20 Jun

Senior Investment Advisor

Genève

Description

Universal banker since 1816, the BCGE Group offers a diverse range of banking services to individuals, businesses and institutions: daily banking services, private banking, asset management, pension provision, mortgage financing and loans to businesses and public authorities, trading room, financial engineering, corporate finance and global commodity finance.

Authentic, Courageous, Fair - in all it undertakes, BCGE aims to create value for its clients, shareholders and employees. It places particular importance on building its teams, fostering creativity, emulation and entrepreneurial spirit.
Bringing together diverse and complementary personalities, BCGE's teams are made up of banking experts, versatile generalists and industry specialists. Organised by market segments and strategic activities, their objective is to competitively meet client requirements.
Our aspiration? To realise those of others.
BCGE embodies a committed financial institution. Our mission is to provide our clients, in Geneva and its region, with quality financial solutions and services at every stage of their lives, ensuring responsible management.

Senior Investment Advisor

Do you wish to develop in a professional environment that is always evolving, stimulating and inspiring? Join the Investment Wealth Management department team at Banque Cantonale de Genève (BCGE), an Authentic, Courageous and Fair bank.

As a Senior Investment Advisor, you will bring your expertise in financial markets and asset allocation to support the development of advisory activities, provide contextualised investment recommendations with high added value, and actively contribute to the optimisation and evolution of the team’s processes.

Your missions

Provide solid expertise in financial markets and asset allocation.
Be quickly operational and able to interact with the target clientele.
Effectively support the acquisition and retention efforts of Relationship Managers with contextualised investment recommendations and qualitative portfolio monitoring.
Demonstrate agility and actively contribute to the transformation and evolution of the team’s processes through experience and adaptability.
Bring immediate added value to the Advisory team.
Enhance the quality of investment recommendations.
Contribute to the development of client relationships.
Participate in the optimisation and automation of certain internal processes through technical and analytical skills.

Your profile

5 to 10 years of experience in Investment Advisory
Experience in an international and client-oriented environment.
Excellent knowledge of financial markets and asset classes:
- Equities
- Bonds
- Funds / ETFs
- Structured products
- Derivatives
- FX
Good command of:
- Bloomberg
- MS Office (Excel, PowerPoint, Word)
Fluent French and English required.
Python is an asset.
Minimum desired certification:
- CWMA or equivalent.
- CFA/CIIA
Excellent communication and presentation skills.
Strong analytical skills and critical thinking.
Autonomy and rigour.
Client orientation and proactive approach.
Ability to thrive in a dynamic and demanding environment.