Investment Advisor

見る: 107

更新日: 10-04-2024

場所: Genève Genève GE

カテゴリー: 金融/銀行/株

業界:

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仕事内容

Responsibilities

Deliver investment solutions to clients and investment proposals
Review constantly the clients portfolios
Deliver the bank view and asset allocation to clients and Client Advisor
Responsibility of the overall revenue generation
Support Client Advisors in Net New Asset generation process
Proactively leverage product specialists whenever appropriate
Awareness of compliance and regulatory requirements, tracking & monitoring investment suitability

Profile

University degree in economics or finance
7 years of experience in similar position or as multi-asset class Investment advisor, with a specialization in LATAM market

Strong sales skills
Team player, trustworthy and comfortable in dealing with Clients and Senior Client Advisors
Ability to work in a challenging, dynamic and solutions oriented environment with international reach
Results oriented mindset
English and Spanish or Portuguese, any other language is an asset!

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