Investment Advisor

Job description

Tasks

• Structured Product activity:
  • Supporting the Structured Products team by providing accurate and timely pricing information to the front office
  • Participation in the management of the entire product life cycle, including daily monitoring, repayment notifications, secondary market opportunities, and sales or exchange proposals
  • Contribution to the development and promotion of the structured product range through idea generation, market information, and collaboration with research teams
  • Ensuring smooth execution of all phases of the process—from pricing and RFQs to post-trading activities (term sheet validation, booking, instrument configuration), invoicing, and FSL reconciliation
  • Promotion of structured products as an asset class internally through training of relationship managers and support in the use of pricing tools
  • Establishing and maintaining close relationships with counterparties, monitoring onboarding processes including KTC and contractual documentation
• Investment Advisory:
  • Personal investment advice within the client risk profile framework, whether for tactical asset allocation or a bottom-up approach
  • Partner with the regional manager in pursuing advisory ideas and their penetration into client portfolios, gathering the needs of bankers, and developing proposals to meet the needs of relationship managers and clients.
  • Contribution to the generation of investment ideas using various in-house specialists in all asset classes: equities, fixed income securities, foreign exchange/metals, derivatives, private markets, etc.
  • Contribute to the feedback loop with our research team to obtain investment ideas that meet client needs
  • Ability to represent the firm's views and develop investment solutions tailored to solving complex investment challenges for relationship managers

Requirements

Education

• Master's degree in finance or equivalent

Professional experience

• At least 5 years of experience in a similar role with very good knowledge of structured products

Soft skills

• Creative and entrepreneurial spirit, combined with strong team spirit
• Ability to clearly articulate and present technical aspects of asset classes
• Strong customer focus that demonstrates commitment and initiative
• Excellent listening and consulting skills, with adaptability to customer needs
• Ability to make timely, well-considered investment decisions that balance fact-based analysis with intuition, information, and experience
• High standards of professionalism and integrity
• Pragmatic and results-oriented approach
• Resilient under pressure, able to thrive in a fast-paced, changing environment
• Thorough attention to detail, with strong analytical skills, intellectual curiosity, and a proactive attitude

Technical skills

• Excellent knowledge of financial markets (macro, asset classes, and

We offer