Opportunity 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...
Ready to Apply?
Submit your application for Senior Investment Advisor at Mirabaud & Cie SA
Apply for this Position