Investment Strategist
Vor 5 Tagen
About the Role
We are seeking a skilled Investment Strategist to join our team in Geneva. As a key member of our Private Banking department, you will be responsible for developing and implementing investment strategies that meet the needs of our clients.
Key Responsibilities
- Oversee centralized mandates and lead portfolio construction discussions to develop tailored investment solutions aligned with client risk profiles.
- Generate and present innovative investment ideas to relationship managers and select clients, contributing to the growth of advisory services.
- Support team members in trade execution, client reporting, and compliance, fostering a culture of excellence.
- Leverage expertise in banking systems (e.g., Avaloq) to optimize processes and ensure regulatory compliance.
Requirements
- At least 5 years of experience in private banking, with a strong background in finance and investment strategy.
- Skilled in portfolio construction, risk management, and banking systems.
- Knowledge of Avaloq Banking System.
- Fluent in French and English; German and/or Italian is a plus.
- A trusted advisor with the ability to communicate investment strategies effectively.
- A team player, detail-oriented, adaptable to market changes, and committed to delivering tailored client solutions.
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