Investment Advisor
vor 16 Stunden
For one of our clients, a small independent wealth manager based in Geneva, we are looking for a:
INVESTMENT ADVISOR / EQUITY
Responsibilities:- Spokesperson of the investment strategy, products, and services.
- Identification of investment opportunities and writing investment ideas for Advisory clients.
- Advising clients on their investment portfolio allocation and setting investment strategy cross-asset.
- Portfolio reviews and investment ideation in line with client’s risk profile and investment objectives.
- Managing Discretionary Portfolio as needed.
- In charge of the equity asset class and establishing model portfolio and equity universe for long-only portfolio and Recurring Income.
- Asset class coverage for the Investment Committee (SAA/TAA).
- Establishing views on (i) countries, (ii) sectors, (iii) stock picking (SP500 and STOXX600).
- Writing monthly/quarterly market reviews and outlook on the asset and, if required, on other asset classes.
- Leverage the equity research of custodians and providers.
- In charge of the structured product offering, which is primarily equity-led.
- Conduct the entire product lifecycle management (from offering, source pricing, execution, settlement, restructuring, etc.).
- Technically abreast to find the optimal structure within the context of a Recurring Portfolio.
- Strong focus on pricing, follow-up, and risk management.
- Take part in the industrialization process of the offering.
- Responsible for writing marketing material related to the offering.
- Leverage the structured products teams of brokers and custodians.
- In charge of defining and keeping up to date the related procedures.
- At least 3+ years of experience in a similar position within a highly regarded institution (asset management, investment banking, external asset manager, broker).
- University degree or equivalent in Finance or Mathematics. Professional degree (CFA, CIIA) is a plus.
- Good understanding of financial markets and cross assets.
- Financial English written and spoken, French spoken and written.
- MS Office, Bloomberg or Refinitiv, VBA a plus.
- Able to travel.
- Entrepreneurial approach and work with integrity.
- Pragmatic can-do attitude, proactive and flexible.
- Charismatic with excellent communication and interpersonal skills.
- Team player and willingness to collaborate across the Group.
All files will be treated with the utmost confidentiality.
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