Investment Advisor
Description de poste
For one of our clients, a small independant wealth manager based in Geneva we are looking for a :
INVESTMENT ADVISOR / EQUITY
Job description
Investment advisor :
- Spokesperson of the investment strategy, products, and services.
- Identification of investment opportunities and writing investment ideas for Advisory clients.
- Advising clients on their investment portfolio allocation and setting investment strategy cross-asset.
- Portfolio reviews and investment ideation in line with client’s risk profile and investment objectives.
- Managing Discretionary Portfolio up and when required.
Equity analyst :
- In charge of the equity asset class and establishing model portfolio and equity universe for long only portfolio and Recurring Income.
- Asset class coverage for the Investment Committee (SAA / TAA)
- Establishing views on (i) countries, (ii) sectors, (iii) stock picking (SP500 and STOXX600)
- Writing monthly / quarterly markets reviews and outlook on the asset and, if required, on other asset classes.
- Leverage the equity research of custodians and providers.
Structured product :
- In charge of the structured product offering, which is primarily equity led.
- Conduct the entire product lifecycle management (from offering, source pricing, execution, settlement, restructuration etc )
- Technically abreast to find the optimal structure within the context of a Recurring Portfolio.
- Strong focus on pricing, follow up and risk management.
- Take part in the industrialization process of the offering.
- Responsible for writing marketing material related to the offering.
- Leverage the structured products teams of brokers and custodians.
- In charge of defining and keeping up to date the related procedures.
Profil required
- At least 3+ years of experience in a similar position within a highly regarded institution (asset management, investment banking, external asset manager, broker).
- University degree or equivalent in Finance or Mathematics. Professional degree (CFA, CIIA) is a plus.
- Good understanding of financials markets and cross assets.
- Financial English written and spoken, French spoken and written.
- MS Office, Bloomberg or Refinitiv, VBA a plus.
- Able to travel.
Soft skills
- Entrepreneurial approach and work with integrity.
- Pragmatic can-do attitude, proactive and flexible.
- Charismatic with excellent communication and interpersonal skills.
- Team player and willingness to collaborate across the Group.
All files will be treated with the utmost confidentiality.
Investment Advisor
Identification of investment opportunities and writing investment ideas for Advisory clients. Advising clients on their investment portfolio allocation and setting investment strategy cross-asset. Portfolio reviews and investment ideation in line with client’s risk profile and investment objectives....
Investment Advisor H/F
Expérience confirmée pendant au moins 5 ans en tant quInvestment Advisor multi produit. ...
Investment Advisor WM ME, Near East
We're looking for an investment advisor to:. We help institutions, high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. We operate through four business divisions: Glob...
Sales Advisor FR-ANG H/F
Nous accompagnons notre client, maison de luxe incontournable de la haute horlogerie, dans leur recherche pour leur prestigieuse boutique de .Accueillir et conseiller la clientèle.Participer aux tâches administratives inhérentes à l'activité de l'entité.Participer à la vie de la Boutique (gestion du...
Internship - Generative AI Engineer in Corporate Actions – (6 months)
Internship - Generative AI Engineer in Corporate Actions – (6 months). The goal of this internship is to provide an AI assistant tool able to summarize, extract data and follow up on corporate action prospectus. ...
Senior Legal Counsel, Trade
The individual will typically handle around 20 live issues simultaneously, requiring interaction and collaboration with traders, platform heads, senior managers in other support functions, global legal colleagues, external counsel, and other advisers. Our client, a leading merchant and processor of ...
Corporate & Legal Counsel - Asset Management - GVA - 100% (m/f)
The Corporate & Legal Counsel will oversee the company's legal activities, ensuring compliance with Swiss legal and regulatory requirements, particularly in relation to FINMA. The ideal candidate for the Corporate & Legal Counsel role will be a highly skilled legal professional with a strong backgro...
Senior Relationship Manager Grèce / Turquie / Private Banker pour Multi Family Office à Genève
Senior Relationship Manager Grèce / Turquie / Private Banker pour Multi Family Office à Genève. Solide Expérience d’au minimum 10 ans en tant que Private Banker avec un profil hunter couvrant le marché Grec ou Turc. ...
Business Analyst Microsoft Dynamics D365 | Join our Talent Community
Business Analysts experienced with Microsoft Dynamics . Please apply to this ad if you would like to be considered for our Business Analyst D365 Talent Community, and to be kept in the loop on future job openings in our team. For more than 35 years, the company has put people at the heart of its app...
Business Analyst/Consultant - Technology Strategy & Transformation
Advise international clients on cutting edge business areas. At Deloitte Consulting, our Technology Strategy & Transformation specialists help organizations develop the strategies and implement the systems that build business value and drive performance. By enriching us, you will gain valuable insig...