Investment Advisor

Tasks

• Create personalized investment advice within the customer risk profile framework, whether based on your tactical asset allocation or bottom-up approach.
• Act as a partner to team leaders and private bankers in pursuing investment advisory ideas and their penetration into client portfolios, capturing front-line needs, and creating proposals to meet our clients' needs.
• Contribute to generating investment ideas by drawing on the expertise of various in-house specialists in all asset classes: equities, bonds, foreign exchange/metals, derivatives, private markets, structured products, etc. You will actively contribute to feedback with our research team in order to come up with investment ideas that meet client needs.
• Be able to promote the house view, recommended investment solutions, and coach RMs in solving complex investment challenges.

Your profile

• Department/Team: Advisory
• Supervisor: Head of Advisory
• Education: Master's degree in finance or equivalent
• Work experience: At least 5 years in a similar role
• Soft skills:
  • Ability to make timely and well-reasoned investment decisions (analyzing problems and balancing fact-based analysis with intuition, information, and experience)
  • High standards of professionalism and integrity
  • Pragmatism and results orientation
  • Ability to work under pressure and in a fast-paced, changing environment
  • High attention to detail, analytical, intellectually curious, and proactive
• Technical skills: Excellent knowledge of financial markets (macro, asset classes, and instruments)

We offer