Junior Investment Advisor
vor 9 Stunden
Company DescriptionYou have an entrepreneurial spirit and good connections with Entrepreneurs or wealthy families? Join MirabaudIt is the perfect combination of a long-term vision, crafted during more than 200 years, 7 generations and the entrepreneurial culture that is still necessary to find solutions for our clients.At Mirabaud, everyone can have an impactWith over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one's career across an international network of 16 offices.Job DescriptionInvestment AnalysisPerform in-depth research and evaluation of a broad range of asset classes including equities, fixed income, mutual funds, and alternative investments to identify opportunities that align with clients' objectivesAsset AllocationDesign and implement customized asset allocation strategies tailored to each client's financial goals, investment horizon, and risk profile, with a focus on diversification and long-term performance.Portfolio ManagementProactively manage and monitor client portfolios, making timely adjustments in response to evolving market dynamics, client needs, and risk considerations.Risk AssessmentEvaluate the risk-return profile of various investment options and deliver clear, data-driven recommendations to help clients navigate market uncertainties and safeguard capital.Client CommunicationBuild and maintain trusted client relationships through regular, transparent communication. Provide updates on portfolio performance, market developments, and investment strategy to ensure clarity and confidence.ProspectingCreate and present investment proposals for potential clients. Monitor the development of the client acquisition process by adjusting investment proposals when needed. Support RMs by presenting the Bank's investment process to potential clients.TradingAdvise and execute clients' trading instructions and follow pending orders/limit orders.QualificationsUniversity degree; CFA is a plus.Ideally professional client-facing experience in banking, financial markets or trade execution, preferable in the lnvestment Advisory business applying a portfolio approach, sales and distribution.Passionate about financial markets, excellent knowledge of financial products and services.Very good interpersonal skills; passionate about client service.Fluent in English and French. Spanish or Portuguese is an asset.Additional InformationStep into the actionDynamic environment;Direct impact on the business, no matter your position or seniority;Work in an environment that encourages autonomy and entrepreneurship;Inclusion and equal treatment.
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Investment Advisor
vor 9 Stunden
Geneva, Schweiz Optima Partners VollzeitJob DescriptionInvestment Advisor - Cross-AssetFor our client, a mid-sized private bank, we are seeking an Investment Advisor Cross Asset, reporting directly to the CIO.You will have the opportunity to evolve within a dynamic team in a human-scale institution with an international presence.ResponsibilitiesIdentify investment opportunities and write...
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Junior Investment Advisor
vor 9 Stunden
Geneva, Schweiz Mirabaud & Cie SA VollzeitCompany DescriptionYou have an entrepreneurial spirit and good connections with Entrepreneurs or wealthy families? Join MirabaudIt is the perfect combination of a long-term vision, crafted during more than 200 years, 7 generations and the entrepreneurial culture that is still necessary to find solutions for our clients.At Mirabaud, everyone can have an...
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Investment Advisor
vor 9 Stunden
Geneva, Schweiz Barclays VollzeitJob DescriptionPurpose of the roleTo develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service. AccountabilitiesProvision of SME expertise on specific products and services to customers and...
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Reporting / Junior Investment Analyst
vor 3 Wochen
Geneva, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior...
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Reporting / Junior Investment Analyst
vor 3 Wochen
Geneva, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior...
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Reporting / Junior Investment Analyst
vor 2 Wochen
Geneva, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior...
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Investment Advisor
vor 4 Wochen
Geneva, Schweiz Banque Lombard Odier & Cie SA VollzeitWer sich für eine Karriere bei Lombard Odier entscheidet, ist für einen renommierten, globalen Vermögensverwalter und Asset Manager tätig, der sich auf nachhaltige Investitionen fokussiert. Wir sind eine unabhängige und innovative Bank erster Wahl für private und institutionelle Kunden. Unsere Gruppe ist eine der bestkapitalisierten weltweit. Wir...
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Investment Advisor
vor 9 Stunden
Geneva, Schweiz Lombard Odier Group VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
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Investment Advisor
Vor 2 Tagen
Geneva, Schweiz SYZ SA VollzeitPurpose of the role: Based in Geneva, you are the investment face of the Front team regarding advisory mandates. You will interact directly with clients of different sizes and complexity levels, or through their respective relationship managers. As such you will promote investment ideas and act as a partner for the Regional Head and Relationship Managers...
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Investment Advisor
vor 4 Wochen
Geneva, Schweiz Lombard Odier VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
