Investment advisor Advisory

Job description

Join the leading universal bank in the canton of Vaud, one of the most solid banks in the world, and its 2,000 employees. Be part of the success of an institution rated AA by Standard & Poor's since 2011 and contribute to the growth of the Vaud economy and the attractiveness and vitality of our region.

Tasks

Vos missions principales :

• 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

Votre profil :

• University or higher education,
• CFA, CIIA, or equivalent, CWMA in all areas,
• 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.