Investment Advisor

vor 2 Wochen

Zürich, Schweiz Mirabaud & Cie SA Vollzeit

**Company Description**
Joining Mirabaud, means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network of 15 offices.
- Provide proactive technical investment to RM’s and clients, advice based on regulatory context, BO domicile an investment strategy;
- Act as an unbiased and holistic business enabler for client solutions;
- Monitor client's portfolio based on defined parameters;
- Execute and document trades, cash management and create client reports;
- Assist RM in general questions on investment matters;
- Create developed investment proposals;
- Create proposal in a portfolio context based on client's risk profile;
- Ensure compliance with predefined portfolio parameters;
- Update risk profile for client where required, coordinated with RM;
- Assist RM in client acquisition and retention;
- Support RM(s) and ARM(s) on all investment-related activities;
- Understand client’s expectations, needs and requirements;
- Structure and develop tailor-made solutions for key clients;
- Identify profitable investment opportunities, working side by side with RMs and the other Team Advisors to optimise revenue generation;
- Prepare bespoke investment proposals for acquiring new business as well as for existing clients;
- Provide proactive investment advice to sophisticated clients in accordance with client's investment guidelines and the Bank's policies;
- Monitor and analyse portfolios, carrying out detailed portfolio and performance reviews;
- Build region-specific business cases for prospect clients and team strategies.

**Qualifications**
- Higher diploma in Finance, completed with a CFA, CWMA or equivalent;
- Min. 5-7 years experience in a similar position;
- Open and approachable, team player, resilient to stress and able to cope with extreme volatile market conditions;
- Fluent in English, French and German.

**Additional Information** Step into the action**
- Family-friendly and dynamic environment;
- Direct impact on the business, no matter your position or seniority;
- Work in an environment that encourages autonomy and entrepreneurship;
- Flexible working arrangements to help you achieve a better work-life balance;
- Variety of cultural and sporting activities during your free time;
- Inclusion and equal treatment;
- Various employee benefits & family friendly benefits.

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