Investment advisor Advisory

Tasks

Your main responsibilities:

• actively manage a portfolio of sophisticated and demanding clients,
• offer 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 clients' overall financial situation,
• actively contribute to the development of the Active Advisory client base in collaboration with the Private Banking team leaders,
• organize, participate in, and contribute ideas to various committees for the Private Banking Council,
• communicate effectively and support front-line teams in making investment decisions approved by the committees,
• achieve quantitative and qualitative goals related to the role.

Requirements

Your profile:

• 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,
• expertise in financial products across all asset classes, including derivatives,
• Excellent analytical and organizational skills, a critical mindset, a results-oriented approach, and a proactive attitude,
• a strong ability to communicate effectively in their field, and a natural talent for sharing their knowledge across various media or during workshops and events,
• Excellent writing skills in French; fluent written and spoken English; German is a plus.

We offer

If this position is right for you, apply now and be part of a promising future. Let's write three stories together: the story of your career, the story of your bank, and the story of our region.