Senior Investment Advisor
vor 2 Wochen
FINDERS SA is seeking a highly skilled Senior Investment Advisor to join our Client's Advisory team. As a key member of our team, you will be responsible for providing expert investment advice to our clients, helping them achieve their financial goals.
Key Responsibilities- Monitor market trends and analyze investment opportunities to recommend equities, bonds, and funds to clients.
- Prepare investment proposals and present them to clients, ensuring they align with their financial objectives.
- Regularly review client portfolios and recommend adjustments to optimize returns.
- Collaborate with account managers to provide market insights, explain investment proposals, and intervene directly with clients as needed.
- Participate in and contribute to the investment committee, ensuring alignment with the company's investment strategy.
- Bachelor's or Master's degree in finance or a related field, with higher education in financial markets.
- At least 8 years of experience in private banking and asset management, with a minimum of 5 years in a similar or comparable position in Switzerland as a generalist investment advisor.
- Solid knowledge of all financial instruments, including equities, bonds, and funds.
- Excellent organizational and analytical skills, with the ability to work independently and as part of a team.
- Fluent in French and English, with an international mindset and a collaborative approach.
- Ability to work in a fast-paced environment, with a strong attention to detail and a commitment to delivering high-quality results.
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