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Michael Page Suisse
Multi-Asset Investment Advisor FR / ENG 100% (m / f)Michael Page Suisse • geneva, Switzerland
Multi-Asset Investment Advisor FR / ENG 100% (m / f)

Multi-Asset Investment Advisor FR / ENG 100% (m / f)

Michael Page Suisse • geneva, Switzerland
Vor 27 Tagen
Stellenbeschreibung
Our client is an international private bank well established in Switzerland and other international financial places.brbrJoining the Advisory Portfolio Management department;brSupporting Senior Advisors and Private Bankers in the day-to-day management of client relationships and advisory activities;brCoordination and tracking of investment orders and execution processes;brAssistance with preparing investment proposals, portfolio reviews, and client presentations;brMonitoring of portfolios, asset allocation, investment performance, and cash management activities;brEnsuring accurate tracking of transactions, documentation, and internal processes;brParticipation in staffing the advisory desk, including planned market and customer monitoring;brConducting market research on various asset classes and investment themes;brAssistance with investment selection and analysis;brProviding ideas and recommendations for potential investment opportunities;brMonitoring of financial markets, macroeconomic developments, and investment trends;brMaintenance and updating of the advisory portfolio universe, watchlists, and reporting tools;brAssisting with the preparation of investment publications, market commentary, and marketing materials;brSupport in the development of internal investment presentations and client communication materials;brReporting to the clients and the Management;brParticipation to the day-to-day in the office. brbrMulti-Asset Investment Advisory Portfolio ManagementbrInternational Private BankbrbrGraduated in Finance, Economy or Management;br3-5 years of experience in a similar advisory role in wealth management, private banking, investment advisory in Switzerland;brVery good level on multi-asset classes for direct and indirect investments;brGood commands in MS Office, banking softwares and IA tools;brVery good language skills in French and in English;brClient orientation and sense of advisory;brRigorous, organised, dynamic and professional;brSense of confidentiality. brbrOur client offers a 100% permanent within an international, dynamic and human-sized working environment....
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Multi-Asset Investment Advisor FR / ENG 100% (m / f) • geneva, Switzerland

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