Senior Investment Advisor

Company Description

Joining Mirabaud, means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network of 15 offices.

Job 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 client's 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 client's investment guidelines and the Bank's 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;
  - to identify profitable investment opportunities,
  - to optimise revenue generation;
• Update risk profile for client where required, coordinated with RM.

Qualifications

• Bachelor’s degree in Finance, Economics or Business Management;
• Minimum 5-10 years of experience in a Wealth Management Advisory role;
• Understanding of asset allocation and common portfolio and investment strategies. Shows experience in equities, fixed income, structured products, FX and commodities as well as Private Equities;
• Impeccable communication and presentation skills, both verbal and in writing in English; any other language is an asset.

Additional Information

Step into the action!

• Family-friendly and dynamic environment;
• Direct impact on the business, no matter your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Flexible working arrangements to help you achieve a better work-life balance;
• Variety of cultural and sporting activities during your free time;
• Inclusion and equal treatment;
• Various employee benefits & family friendly benefits.