Multi-Asset Investment Advisor FR / ENG 100% (m / f)

Michael Page recrute un(e) Multi-Asset Investment Advisor FR / ENG 100% (m / f) a CH.

For one of our clients, we are looking for a Cross-Asset Investment Advisor FR / ENG 100% in 100% permanent contract and based in Geneva. The collaborator will join the Investment Advisory & Portfolio Management of the bank.
Multi-Asset Investment Advisor FR / ENG 100% (m / f)
Our client is an international private bank well established in Switzerland and other international financial places.
Description
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Joining the Advisory & Portfolio Management department;
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Supporting Senior Advisors and Private Bankers in the day-to-day management of client relationships and advisory activities;
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Coordination and tracking of investment orders and execution processes;
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Assistance with preparing investment proposals, portfolio reviews, and client presentations;
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Monitoring of portfolios, asset allocation, investment performance, and cash management activities;
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Ensuring accurate tracking of transactions, documentation, and internal processes;
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Participation in staffing the advisory desk, including planned market and customer monitoring;
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Conducting market research on various asset classes and investment themes;
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Assistance with investment selection and analysis;
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Providing ideas and recommendations for potential investment opportunities;
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Monitoring of financial markets, macroeconomic developments, and investment trends;
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Maintenance and updating of the advisory portfolio universe, watchlists, and reporting tools;
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Assisting with the preparation of investment publications, market commentary, and marketing materials;
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Support in the development of internal investment presentations and client communication materials;
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Reporting to the clients and the Management;
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Participation to the day-to-day in the office.
Profile
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Graduated in Finance, Economy or Management;
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3-5 years of background in a similar advisory role in wealth management, private banking, investment advisory in Switzerland;
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Very good level on multi-asset classes for direct and indirect investments;
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Good commands in MS Office, banking softwares and IA tools;
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Very good language skills in French and in English;
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Client orientation and sense of advisory;
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Rigorous, organised, dynamic and professional;
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Sense of confidentiality.
Job Offer
Our client offers a 100% permanent within an international, dynamic and human-sized working environment.

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