Portfolio Investment Advisor

**Investment Advisor** Pour notre client, une banque privée de taille humaine, nous recherchons un(e) Investment Advisor, reporting direct au CIO. Vous aurez la possibilité d’évoluer au sein d’une équipe dynamique dans un établissement bancaire de taille humaine et d’envergure internationale. **1. Vos responsabilités** - Identification of...

**Responsibilities** - Deliver investment solutions to clients and investment proposals - Review constantly the clients portfolios - Deliver the bank view and asset allocation to clients and Client Advisor - Responsibility of the overall revenue generation - Support Client Advisors in Net New Asset generation process - Proactively leverage product...

**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...

Description du poste On behalf of one of our clients, a top-tier External Asset Manager, we are currently looking for an Investment Advisor. Your responsibilities: - Helping to manage day to day multi-assets portfolios in line with their risk targets and investment objectives. - Proactively relay investment ideas and positioning to clients. - Supporting...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Responsible to close working collaboration with Relationship Managers to actively provide clients with top-notch investment...

**JOB DESCRIPTION** For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class...

**Requirement**: Extensive knowledge and affinity with financial, economic, and global capital markets. Profound understanding of investment products and the ability to execute trades for equities, derivatives, fixed income, bonds, warrants, and mutual funds. Strong focus on client service, business development, and relationship management. Recent...

**Your team**: Pictet Wealth Management (PWM)** **combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services. You will join our...

Established in 1963 as a Swiss bank, BCP segments its activities into two well-established core businesses: _ - Commodity Trade Finance and Wealth Management. These are reinforced by our expert Treasury services. BCP _ - enjoys a solid reputation as a high-quality service provider in all of its banking fields. Founded under Swiss Banking _ - Law and...

Bank Vontobel Geneva, SwitzerlandPosted 5 hours ago Permanent Competitive - Account Manager & Investment Advisor - Middle East (Temporary) - At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. - We are a globally active...