Investment Advisor
vor 2 Monaten
- Presenting investment strategy to commercial teams, clients and prospects
- Designing pitch notes, talking points and market commentary across all products
- Advising clients on their investment portfolio allocation, setting investment strategy, conducting account reviews and pitching additional investment opportunities
- Generating new investment ideas, analysing and researching data and presenting to commercial teams
- Planning, coordinating and participating in live webinars and market update videos
- Proactively following market news, reading analyst comments and projections to understand impact on clients’ portfolios
- Participating in meetings with external product vendors to decide on new product launches
- Meeting asset managers and investment structurers to decide on new product launches
Requirements:
- University degree in business, finance or economics
- Several years of experience as an Investment Advisor in a leading financial institution
- Excellent understanding of financial markets and ideally some experience in one or more of the following areas: asset allocation, portfolio consultation or advisory, investment strategy design, portfolio management
- Fluent in English
- Job located in Geneva
We are always looking for talented and committed professionals to join our team. If you believe you can bring an added value to our firm, please send your CV to career@amp-partners.com.
Please note that we will only contact candidates selected for an interview.
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