Investment Solutions Specialist
Vor 2 Tagen
Our client is a reputable private bank in Geneva, Switzerland.
Job Description
We are seeking an experienced Investment Solutions Specialist to oversee centralized mandates, lead portfolio construction discussions, and develop tailored investment solutions aligned with client risk profiles.
- This role involves generating and presenting innovative investment ideas to relationship managers and select clients, contributing to the growth of advisory services.
- You will also support team members in trade execution, client reporting, and compliance, fostering a culture of excellence.
- Leverage your expertise in banking systems (e.g., Avaloq) to optimize processes and ensure regulatory compliance.
The Successful Applicant
To be successful in this role, you should have:
- At least 5 years of experience in private banking, with a strong background in finance and investment strategy.
- Strong skills in portfolio construction, risk management, and banking systems.
- Knowledge of the Avaloq Banking System.
- Fluency in English; proficiency in French is a plus. Additional languages such as German or Italian are also beneficial.
- A trusted advisor with excellent communication skills to convey investment strategies effectively.
- A team player with attention to detail, adaptability to market changes, and commitment to delivering tailored client solutions.
What's on Offer
This role offers the opportunity to make a strategic impact by influencing investment decisions and advisory services within a respected institution.
- Work in Geneva or Zurich, key financial hubs.
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