Investment Advisor - EAM

Job Description

• 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 client's investment guidelines and the Bank's 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.