Investment advisor Advisory

Tasks

• Actively manage a portfolio of sophisticated and demanding clients and customers.
• Proposing customized investment solutions across all asset classes, in line with the Bank's views and in accordance with clients' risk profiles.
• Optimize investment decisions by taking into account the overall financial situation of clients.
• Actively contribute to the development of the Active Advisory client base in collaboration with the heads of the Private Banking teams.
• Organize, participate, and be a driving force in various committees for the Private Banking Council.
• Communicate effectively and support front-line teams in investment decisions approved by committees.
• Achieve quantitative and qualitative objectives related to the function.

Requirements

• University or higher education,
• CFA, CILA, or equivalent, CWMA in everything,
• 5 to 10 years of advanced experience in financial markets as an investment advisor for private banking clients,
• Proficiency in financial products across all asset classes, including derivatives,
• Excellent analytical and organizational skills, critical thinking, results-oriented and proactive,
• Strong ability to communicate about their field of expertise, ease in sharing their knowledge across different media or during workshops and events,
• Very good writing skills in French, fluent written and spoken English, German an asset.