Mission
The Investment Advisor is responsible for delivering tailored investment advice and portfolio strategies to high-net-worth and ultra-high-net-worth individuals. Working closely with Relationship Managers (RMs), the IA ensures client receive comprehensive, risk-appropriate investment solutions aligned with their goals, profile, and the Bank’s values.
Main responsibilities
Your Profile
- University degree in Finance, economics or related field, or a qualification considered equivalent
- CFA, CIIA, CWMA or similar certification is a strong asset
- Strong knowledge of investment products and ability to execute trades for equities, derivatives, fixed income, bonds, warrants and mutual funds
- Min 5 years of experience in a similar position in Private Banking or a Financial Institution
- Strong communication and interpersonal skills, client focus, reliability, flexibility and stress resistant
- Good command of MS Office suite, portfolio analysis tools and banking software
- Perfectly fluent in French and English. Very good knowledge of Russian and any additional language skill would be an added value.
Adaptability to work in an agile organization
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Others
Swiss Residence
Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives
