Investment Advisor

Gefunden in: Talent CH C2 - vor 1 Woche

Geneva, Schweiz Union Bancaire Privee Vollzeit

Investment Advisor - Russian Speaker

Description

Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking products and services, including a variety of investment management and advisory mandates, tailored to our clients's specific requirements, objectives and risk profiles. Among UBP professional partners, over 300 independent asset managers have chosen us as their custodian bank, valuing our personalised, flexible services and our transparent fee structure.

Mission

Act as the ambassador in WM of the entire IM platform and proactively propose the best-fitted solutions to our clients to ultimately ensure their level of satisfaction and the growth of our business.

Challenges

Book activation (Clients prospection – Clients Coverage)Systematic for Level 2 potential new accountsPrepare initial investment proposal & meet prospects with RMs

Main responsibilities

Platform delivery to WM – Ambassador Role

Deliver UBP’s entire investment solutions platform to RMs and Clients (irrespective of Level 2 tagging)

From explaining UBP’s investment strategy and the relevant Advisory solutions (incl. SPs, Funds etc.)

To promoting DPM value proposition

Animate discussions with RMs – through formal channels (for ex. weekly investment meetings) and informally

Markets Heads dedicated initiatives (linked to book activation)

Trades execution on Level 2 accounts: should be removed from Advisors duty

Core competencies

Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility

Compliance with regulations and internal directives

Deep knowledge and affinity with financial, economic and global capital markets

Possess in-depth knowledge of investment products and ability to execute trades for equities, derivatives, fixed income, bonds, warrants and mutual funds

Strong client focus, business development and relationship management skills

Education

Education: Master Degree Certification: Outstanding academic record with relevant masters/PhD and professional achievement

Experience

Years of experience: 7-10 : senior Experience in private banking: Mandatory

Language

English: Fluent Other: Fluent (Russian)

Personal skills

Swiss resident: Mandatory Entrepreneurship and social intelligence Excellent communicator Strong team player

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