Aktuelle Jobs im Zusammenhang mit Investment Advisor - Geneve - LS Partners

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  • Mandate Advisor

    vor 2 Wochen

    Geneve, Schweiz Julius Baer Vollzeit

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  • Mandate Advisor

    vor 1 Woche

    Geneve, Schweiz Julius Baer Vollzeit

    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. The role requires managing the investment-related daily business together with the Relationship Managers (RMs), Investment...

Investment Advisor

Vor 2 Tagen

Geneve, Schweiz LS Partners Vollzeit

**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 specialists whenever appropriate
- Awareness of compliance and regulatory requirements, tracking & monitoring investment suitability Ownership of investment process

**Profile**
- University degree in economics or finance
- 7 years of experience in similar position or as multi-asset class Investment advisor, with a specialization in LATAM market
- Strong sales skills
- Team player, trustworthy and comfortable in dealing with Clients and Senior Client Advisors
- Ability to work in a challenging, dynamic and solutions oriented environment with international reach
- Results oriented mindset
- English and Spanish or Portuguese, any other language is an asset