Investment Advisor - Swiss Market

  • 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

  • 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;
  • Main applications used: and other tools (same as relationship manager);
  • 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;
  • Extensive professional client-facing experience in banking, financial markets and trade execution, preferable in the lnvestment Advisory business applying a portfolio approach, sales and distribution Genuine passion for financial markets;
  • 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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