Senior Investment Advisor
Posted on :
18-06-2025
Employer Active
1 Vacancy
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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 clients 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 clients investment guidelines and the Banks 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 :
- Bachelors 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.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
Key Skills
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