Investment Advisor with VBA skills

Employer
Lotus Partners
Location
Geneva, Switzerland
Salary
Competitive
Posted
Apr 17, 2019
Closes
Apr 17, 2019
Ref
5778961
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Job description
  • Provide direct client advice to key external clients
  • Generation of investment ideas and advise RMs and direct customers across all asset classes
  • Support of relationship management in marketing of investment management services (pitches)
  • Continuous enhancement of the investment consulting offering in particular in optimizing processes and increases efficiencies
  • A member of the Investment Selection Committee to determine bank's investment universe


Profile required
  • Higher finance education or specialised finance qualifications (CFA, AZEK, CAIA)
  • Minimum 3 years of experience in the field
  • Knowledge about all asset classes and investment instruments
  • Expert in Bloomberg, Excel and VBA
  • Hands on and willing to lead change
  • Ability to discuss complex investment matters clearly to clients and RMs
  • Positive, can do attitude and outgoing personality
  • Natural curious, team player and willing to learn
  • Fluent in French and English, German a plus


All files will be treated with the utmost confidentiality