Investment Advisor - Swiss Market

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

• Provide proactive technical investment to RM’s and clients, advice based on regulatory context, BO domicile an investment strategy;
• Act as an unbiased and holistic business enabler for client solutions;
• Monitor client's portfolio based on defined parameters;
• Execute and document trades, cash management and create client reports;
• Assist RM in general questions on investment matters;
• Main applications used: and other tools (same as relationship manager);
• Create developed investment proposals;
• Create proposal in a portfolio context based on client's risk profile;
• Ensure compliance with predefined portfolio parameters;
• Update risk profile for client where required, coordinated with RM;
• Assist RM in client acquisition and retention;
• Support RM(s) and ARM(s) on all investment-related activities;
• Understand client’s expectations, needs and requirements;
• Structure and develop tailor-made solutions for key clients;
• Identify profitable investment opportunities, working side by side with RMs and the other Team Advisors to optimise revenue generation;
• 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;
• Monitor and analyse portfolios, carrying out detailed portfolio and performance reviews;
• Build region-specific business cases for prospect clients and team strategies.

Qualifications

• Higher diploma in Finance, completed with a CFA, CWMA or equivalent;
• Min. 5-7 years experience in a similar position;
• Extensive professional client-facing experience in banking, financial markets and trade execution, preferable in the lnvestment Advisory business applying a portfolio approach, sales and distribution Genuine passion for financial markets;
• Open and approachable, team player, resilient to stress and able to cope with extreme volatile market conditions;
• Fluent in English, French and German.

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.