Beschreibung

Critères de l'offre



* Métiers :

* Commercial and Financial Advisor
* Expérience min :

* 3 à 5 ans
* Diplômes :

* BA (Bachelor of Arts) / BSc (Bachelor of Science)
* \+ 1 diplôme
* Compétences :

* English
* French
* Lieux :

* Geneva
* Conditions :

* Permanent contract
* Full Time

Critères de l'offre



* Métiers :

* Commercial and Financial Advisor
* Expérience min :

* 3 à 5 ans
* Diplômes :

* BA (Bachelor of Arts) / BSc (Bachelor of Science)
* \+ 1 diplôme
* Compétences :

* English
* French
* Lieux :

* Geneva
* Conditions :

* Permanent contract
* Full Time

## L'entreprise : LHH ##

**The Adecco Group Switzerland**

Plus d'infos sur LHH

## Description du poste ##

Our client, a leading financial institution specializing in wealth management, is seeking a Financial Advisor to strengthen its investment team. This role is based in Switzerland and offers the opportunity to contribute to an exceptional client experience in a dynamic environment.

**Responsibilities** :




* Support Wealth Managers by providing investment advice within the framework of a transaction-based service, while filtering investment requests with relevant information and research, adhering to permitted guidelines.
* Enhance the value proposition of transaction-based investment advisory services to improve client experience and market penetration.
* Prepare performance reports by collecting and consolidating data from various systems (CRM, fund platforms, etc.), and provide portfolio valuation statements upon request.
* Present new investment opportunities to drive client engagement and growth in Assets Under Management (AUM).
* Develop tailored investment proposals for clients based on requests from Wealth Managers or clients, ensuring compliance with transaction-based procedures and guidelines.
* For special investment requests outside the institution's standard offerings, gather necessary information from stakeholders and conduct initial research for submission to the advisory committee.
* Actively participate in the institution's Financial Advisory Committee.
* Stay informed on economic and financial market developments to support opportunities with accurate and relevant data.
* Manage daily tasks, including research, documentation, and preparation of materials to support the transaction-based service.
* Maintain up-to-date knowledge of all investment products offered, including recommended lists across traditional and alternative asset classes.
* Stay informed about changes within the institution's investment offerings to proactively propose new ideas and strategies.




**Ideal profile** :




* Bachelor's degree in finance or economics.
* Minimum 3-4 years of relevant experience in advisory roles at a private bank or wealth management firm.
* Experience across all asset classes, both traditional and alternative.
* Fluency in French and English.
* Ability to articulate information, ideas, and solutions concisely to Wealth Managers and clients.
* Proficiency in creating PowerPoint presentations and using Excel for data analysis, reporting, and proposal preparation.
* Strong quantitative and research skills.
* Dynamic and outgoing personality.
* Excellent interpersonal and communication skills.
* Solid knowledge of financial markets.
* Strong team-oriented mindset.




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