Job offer
Junior Investment Advisor 100% (f/m/d)
As a Junior Investment Advisor, you will support experienced advisors in the creation of individual investment concepts for private clients and gain experience in the areas of investment advice and financial markets. The aim is to become a fully-fledged Investment Advisor within 2-3 years.
Job description
Junior Investment Advisor 100% (m/f/d)Tasks
- Support senior investment advisors and relationship managers in the delivery of high quality investment advice and portfolio solutions to private clients
- Collaboration with research, product solutions, wealth planning and other teams to support holistic client solutions
- Preparation of sales documents, presentations and event content
- Ensuring accurate documentation and compliance with MiFID II / FIDLEG regulations
- Support in monitoring portfolio security and risk adequacy
Requirements
- Experience in banking or asset management, including internships or trainee programs
- Master's degree in economics, finance or a related field, CFA is a plus
- Passion for economics and investments, solid theoretical understanding of asset classes and investment products
- Analytical, detail-oriented and willing to learn
- Team player with excellent interpersonal and communication skills
- Fluent in French and English (excellent written and oral skills)
- Additional language skills (German, Italian, Arabic, etc.) are an advantage
Career development
- Building up technical knowledge of products and portfolio management
- Exposure to customer relationships and advisory processes
- Further development to investment consultant within 2-3 years, with responsibility for own portfolios and business development
We offer
No explicit benefits mentioned, but the opportunity for career development and working in an international team.Job details
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