Investment Advisor Investment Advisor …

GMG Investment Solutions SA
à Genève, Suisse
CDI, Plein-temps
Dernière candidature, 22 sept. 20
Competitive
GMG Investment Solutions SA
à Genève, Suisse
CDI, Plein-temps
Dernière candidature, 22 sept. 20
Competitive
GENEVA MANAGEMENT GROUP - We are an innovative asset manager, part of the larger Geneva Management Group, focusing on institutional asset management, private wealth management and real estate investments. We assist Institutional and Private Clients through every stage of the management and growth of their portfolios. For more information, please visit our website https://gmgfinancial.com/

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
GMG Investment Solutions SA logo
Offres similaires
Plus d'offres
Close
Loading...
Loading...