For one of our clients, a small independent wealth manager based in Geneva, we are looking for a:
INVESTMENT ADVISOR / EQUITY
Responsibilities:
* Spokesperson of the investment strategy, products, and services.
* Identification of investment opportunities and writing investment ideas for Advisory clients.
* Advising clients on their investment portfolio allocation and setting investment strategy cross-asset.
* Portfolio reviews and investment ideation in line with client’s risk profile and investment objectives.
* Managing Discretionary Portfolio as needed.
Equity Analyst Responsibilities:
* In charge of the equity asset class and establishing model portfolio and equity universe for long-only portfolio and Recurring Income.
* Asset class coverage for the Investment Committee (SAA/TAA).
* Establishing views on (i) countries, (ii) sectors, (iii) stock picking (SP500 and STOXX600).
* Writing monthly/quarterly market reviews and outlook on the asset and, if required, on other asset classes.
* Leverage the equity research of custodians and providers.
Structured Product Responsibilities:
* In charge of the structured product offering, which is primarily equity-led.
* Conduct the entire product lifecycle management (from offering, source pricing, execution, settlement, restructuring, etc.).
* Technically abreast to find the optimal structure within the context of a Recurring Portfolio.
* Strong focus on pricing, follow-up, and risk management.
* Take part in the industrialization process of the offering.
* Responsible for writing marketing material related to the offering.
* Leverage the structured products teams of brokers and custodians.
* In charge of defining and keeping up to date the related procedures.
Profile Required:
* At least 3+ years of experience in a similar position within a highly regarded institution (asset management, investment banking, external asset manager, broker).
* University degree or equivalent in Finance or Mathematics. Professional degree (CFA, CIIA) is a plus.
* Good understanding of financial markets and cross assets.
* Financial English written and spoken, French spoken and written.
* MS Office, Bloomberg or Refinitiv, VBA a plus.
* Able to travel.
* Entrepreneurial approach and work with integrity.
* Pragmatic can-do attitude, proactive and flexible.
* Charismatic with excellent communication and interpersonal skills.
* Team player and willingness to collaborate across the Group.
All files will be treated with the utmost confidentiality.
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