Investment Advisor

6 days left

Employer
GMG Investment Solutions SA
Location
Geneva, Switzerland
Salary
Competitive
Posted
Sep 05, 2020
Closes
Oct 05, 2020
Ref
8384630
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Role

You are nimble with numbers, curious about financial systems and passionate about people. You are an achiever with a Master's in Finance and are either CFA or CAIA certified. You speak and write English and French fluently. Perhaps you even speak other languages too. You have at least 3 to 7 years of work experience, but you may have more. You are self-assured given your profound understanding of the financial aspects of portfolio management. You engage with colleagues and clients alike and communicate facts with flair. Your technical knowledge, rigor, curiosity, passion and professionalism are what makes you unique in your field.

If you have what it takes, we'd love to meet you!

Key Qualifications / Experience
  • Master's in Finance and CFA/CAIA certification
  • Minimum of 3 to 7 years of work experience in a medium to large size financial institution having gained a strong understanding of the financial industry and financial assets
  • Ability to work effectively in a small team
  • English and French bilingual. Ability to speak German is a bonus
  • Excellent communication skills
  • Confidence and an acute sense of professionalism
  • Socially astute and driven
  • Business Development orientation
  • Microsoft Office suite skills

Key Responsibilities
  • Draw reports and interpret data from financial systems
  • Prepare relevant presentations
  • Contribute to the construction of client portfolios and market views with the CIO
  • Alongside the RM's, present investment solutions to clients in order to contribute to the growth of the portfolio
  • Advise clients on portfolio management, asset allocation and other traditional and/or alternative investments
  • Endeavor to grow your client portfolio through networking and existing client referrals
  • Devise innovative ways to improve investment strategies

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