Description

For one of our clients, we are looking for a Cross-Asset Investment Advisor FR / ENG 100% in 100% permanent contract and based in Geneva. The candidate will join the Investment Advisory & Portfolio Management department. Our client is a bank well established in Switzerland and other financial places.Description- Joining the Advisory & Portfolio Management department;- Supporting Senior Advisors and Bankers in the day-to-day management of client portfolios, advisory and tracking of investment orders and execution processes;- Assistance with preparing investment proposals, portfolio reviews, and client reporting of portfolios, asset investment performance, and cash management activities;- Ensuring tracking of transactions, and internal support in staffing the advisory desk, including planned market and customer monitoring;- Conducting market research on various asset classes and investment themes;- Assistance with investment selection and analysis;- Providing ideas and support for potential investment opportunities;- Monitoring of financial markets, macroeconomic developments, and investment trends;- Maintenance and update of the advisory portfolio universe, and reporting tools;- Assisting with the drafting of investment market commentary, and marketing support in the development of internal investment and client presentations.Profile- Degree in Finance, Economy or equivalent;- 3-5 years of experience in a similar advisory role in wealth management, banking, investment advisory in Switzerland;- Very good level on multi-asset classes for direct and indirect investments;- Good commands in MS Office, banking softwares and IA tools;- Very good language skills in French and in English;- Client focus and sense of advisory;- Rigorous, organised, dynamic and professional;- Sense of initiative.Offer- Our client offers a 100% permanent contract within a dynamic and human-sized working environment. jidb02e7f2aen jit0833aen jpiy26aen