Investment Advisor with VBA skills
- Employer
- Lotus Partners
- Location
- Geneva, Switzerland
- Salary
- Competitive
- Closing date
- Apr 17, 2019
View more
- Job Function
- Investment Advisor/Consultant
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Job description
Profile required
All files will be treated with the utmost confidentiality
- 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
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