Investment Advisor

Job description

Tasks and responsibilities

• Providing personalized, high-quality investment advice to private clients on all asset classes and across various financial markets;
• Continuous monitoring of portfolios under management, with a proactive approach to new investment ideas for clients;
• Presentation and marketing of the products and services offered by the bank;
• Operational support and consulting for the Private Banking team;
• Preparation of daily reports on investments and financial markets;
• Execution of all types of orders on behalf of clients;
• Contribution to the ongoing development of the IT investment platform.

Requirements

• At least 5 years of professional experience in the financial sector, with a focus on investment consulting;
• Possession of CFA certification will constitute a preferential qualification;
• Excellent knowledge of macroeconomics and investment management;
• Proven and excellent knowledge of the main asset classes;
• Strong expertise in financial statement analysis and technical skills;
• Excellent written and oral communication skills, as well as presentation skills, in Italian and English; knowledge of additional languages (Spanish, French, or German) will be considered an advantage;
• Strong motivation, aptitude for teamwork, strong organizational skills, and a sense of responsibility in managing multiple activities;
• Flexibility, proactivity, open-mindedness, and a strong focus on service quality and effectiveness;
• Excellent command of Microsoft Office and key financial tools (e.g., Bloomberg);
• Residence in the Canton of Ticino (or willingness to relocate).

Details

• Leader: No
• Contract type: Permanent position
• School/study level: Secondary level II; high school/EBA/EFZ with or without high school diploma
• Vacancies: 1