Investment Advisor

Job description: Investment Advisor

Tasks

• Providing customized investment advice to sophisticated US private clients across asset classes and markets
• Management and growth of your own customer base
• Continuous monitoring of investment portfolios and proactive provision of investment ideas for clients
• Preparation of investment proposals and investment ideas for clients
• Presentation of market assessments, investment strategies and investment ideas for clients
• Participation in customer acquisition meetings
• Contribution to the continuous development of the investment offering

Requirements

• At least 10 years of experience in finance, especially in investment advice
• Very good knowledge of macroeconomics and investment strategy
• Proven excellent knowledge of all asset classes
• Strong technical analysis skills
• Excellent written and verbal communication and presentation skills in English; other languages such as Spanish, French or German are an advantage
• Highly motivated team player with strong organizational skills and willingness to take responsibility for multiple tasks
• Flexible, proactive, open-minded character and strong willingness to deliver top performance
• Routine execution of all types of customer orders under pressure
• Routine in Microsoft Office and financial tools (Bloomberg)

We offer

• Location New York
• Diverse team environment in an open office
• Latest technology to support top performance and career development
• Agile working environment
• Flat hierarchy with collaboration at all levels
• Salary range: 150,000.00 - 200,000.00 $

Corporate philosophy

• Diversity drives innovation and success
• Integration of unique perspectives, experiences and ideas
• Promoting an inclusive environment where everyone can contribute and grow