vor 3 Tagen

Investment Advisor with VBA skills

Lotus Partners

  • Arbeitsregion
  • Branche
  • Anstellungsart
  • Position

For one of our clients, a renowned financial firm based in Geneva we are looking for an :

Investment Advisor with VBA skills

For one of our clients, a renowned financial firm based in Geneva we are looking for an :

Job description

  • 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 increase 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
  • High level of interpersonal skills
  • 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

Rue de la Croix d'Or 19 1204 Genève