Investment Advisor

vor 1 Woche

Geneve, Schweiz OPTIMA PARTNERS Vollzeit

**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 Investment opportunities and writing of investment ideas for all asset classes
- Preparation and conduction of the investment ideas/sales meetings with RMs
- Portfolio review and investment proposals in line with clients' risk profile and investment objectives
- Full support to RM & EAM for all investment related question/research (all asset classes)
- Managing the equity recommendation lists
- Perform controls on advisory accounts for risk management

**2. Profil et qualités requises**
- Master’s degree in finance, CFA / CAIA or equivalent
- Minimum 5 years experience as an Advisor with CWMA
- Broad understanding of financial markets, asset classes and investment products
- Team-player, analytical, entrepreneurial, innovative, reliable
- English and French fluent, written and spoken
- Excellent communication skills
- CH / EU Nationality

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