Investment Professional, Eastern Europe Team - Russian Speaker, Zurich
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.
If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, . Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
Job Summary :
As a Investment Professional in the Eastern European team, you will provide support to team consisting of Client Advisors in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
This role will include client communication. You will work in a team-oriented environment with client advisors, client service specialists, integrated team members, operations and technology teams to fulfil requests.
You would be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.
Job Responsibilities :
- Monitor client accounts and assist with daily account administration
- Manage documentation (Alternatives, Suitability, Investment Parameters, OTC
- Action advisory and brokerage account trade execution and daily controls over trade settlement
- Liaise with Operations, Client Service Specialist, Supervisory Management, Risk Management and Investor Support teams
- Support Business Analysts in preparing, reviewing and approving Investment Performance review presentations for Investors to deliver to clients.
Assisting in development of marketing pitches and investment ideas presentations. Prepare and review prospect / banking products pitches
- Maintain risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues
- Action internal account maintenance and coverage management, as well as internal financial reports
Required Qualifications, Capabilities and Skills :
- University degree, in finance, law or business related subject (or equivalent)
- Fluent in English and Russian
- PowerPoint and Excel expertise required
- Excellent interpersonal skills, both written and oral
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
- Good judgment and problem solving skills
- Ability to work both independently and as a team player
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