Investment Advisor

vor 1 Woche


Genf, Genf, Schweiz LS Partners Vollzeit

Requirement:

Extensive knowledge and affinity with financial, economic, and global capital markets.


Profound understanding of investment products and the ability to execute trades for equities, derivatives, fixed income, bonds, warrants, and mutual funds.

Strong focus on client service, business development, and relationship management.

Recent expertise in banking, particularly in advisory services.

Fluent in English and
Russian languages.

Main Responsibilities:


Act as the ambassador for the bank within Wealth Management and proactively propose tailored solutions to clients to ensure satisfaction and contribute to business growth.


Deliver investment solutions platform to Relationship Managers (RMs) and clients, regardless of Level 2 tagging, including explaining investment strategy, advisory solutions, special purpose vehicles (SPs), funds.

Promote the value proposition of Discretionary Portfolio Management (DPM) to RMs and clients.

Facilitate discussions with RMs formally and informally.

Participate in initiatives led by Markets Heads related to book activation.

Handle trade execution for Level 2 accounts, relieving Advisors of this duty.

Core Competencies:

Adherence to the company's values:
Dedication, Conviction, Agility, and Responsibility.

Compliance with regulations and internal directives.

Education:
Master's Degree / CFA

Languages:
English: Fluent & Russian: Fluent
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