Senior Investment Advisor
- Full-time
- Type de contrat: CDI - Permanent Contract
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.
Job Description
- Act as an unbiased and holistic business enabler for client solutions; providing technical investment advice to Relationship Managers' and clients, based on regulatory context, BO domicile an investment strategy;
- Create and develop tailor-made investment proposals
- create proposal in a portfolio context based on client's risk profile;
- 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; - Ensure compliance with predefined portfolio parameters;
- Monitor and analyse portfolios, carrying out detailed portfolio and performance reviews;
- Execute and document trades, cash management and create client reports;
- Support / assist Relationship Managers
- in general investment questions and on investment-related activities;
- in client acquisition and retention;
- to identify profitable investment opportunities,
- to optimise revenue generation; - Update risk profile for client where required, coordinated with RM.
Qualifications
- Bachelor’s degree in Finance, Economics or Business Management;
- Minimum 5-10 years of experience in a Wealth Management Advisory role;
- Understanding of asset allocation and common portfolio and investment strategies. Shows experience in equities, fixed income, structured products, FX and commodities as well as Private Equities;
- Impeccable communication and presentation skills, both verbal and in writing in English; any other language is an asset.
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.