Investment Advisor

vor 2 Wochen

Geneve, Schweiz Finders SA Vollzeit

**Position**:
As part of this Bank's Portfolio Advisory Group, this particular position is for an Investment Advisor at the mid-level, who can look after an international client base, orientation Russian-speaking clients but not exclusively. This role is offering you a dynamic and stimulating environment with an excellent career evolution track. This is a mid-level position in terms of seniority.

You will be joining a busy, dynamic, small investment advisory team based in Geneva. Working closely with our Client's Zurich office as well as the bank's other European Portfolio Advisory teams. Close and supportive Management and sophisticated product and investment offering, where you will add value and come up with investment ideas to present to the clients; working hand in hand with the Relationship Managers/Private Bankers.

Your tasks will include, but not limited to:

- Analysis and optimization of portfolios as well as development of customized investment concepts and asset consolidations for demanding private banking clients
- Active support of relationship managers in acquisition and retention discussions
- Independent and professional management of advisory mandate clients in cooperation with the relationship managers
- Supporting and advising relationship managers in all investment matters

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