Junior Investment Advisor at Mirabaud & Cie SA

Geneva, Geneva, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

09 Feb, 26

Salary

0.0

Posted On

11 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Analysis, Asset Allocation, Portfolio Management, Risk Assessment, Client Communication, Prospecting, Trading, Interpersonal Skills, Financial Markets, Financial Products, Client Service, Fluency in English, Fluency in French, Spanish, Portuguese

Industry

Banking

Description

Company Description You have an entrepreneurial spirit and good connections with Entrepreneurs or wealthy families? Join Mirabaud! It is the perfect combination of a long-term vision, crafted during more than 200 years, 7 generations and the entrepreneurial culture that is still necessary to find solutions for our clients. At Mirabaud, everyone can have an impact! With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network of 16 offices. Job Description Investment Analysis Perform in-depth research and evaluation of a broad range of asset classes including equities, fixed income, mutual funds, and alternative investments to identify opportunities that align with clients' objectives Asset Allocation Design and implement customized asset allocation strategies tailored to each client's financial goals, investment horizon, and risk profile, with a focus on diversification and long-term performance. Portfolio Management Proactively manage and monitor client portfolios, making timely adjustments in response to evolving market dynamics, client needs, and risk considerations. Risk Assessment Evaluate the risk-return profile of various investment options and deliver clear, data-driven recommendations to help clients navigate market uncertainties and safeguard capital. Client Communication Build and maintain trusted client relationships through regular, transparent communication. Provide updates on portfolio performance, market developments, and investment strategy to ensure clarity and confidence. Prospecting Create and present investment proposals for potential clients. Monitor the development of the client acquisition process by adjusting investment proposals when needed. Support RMs by presenting the Bank’s investment process to potential clients. Trading Advise and execute clients’ trading instructions and follow pending orders/limit orders. Qualifications University degree; CFA is a plus. Ideally professional client-facing experience in banking, financial markets or trade execution, preferable in the lnvestment Advisory business applying a portfolio approach, sales and distribution. Passionate about financial markets, excellent knowledge of financial products and services. Very good interpersonal skills; passionate about client service. Fluent in English and French. Spanish or Portuguese is an asset. Additional Information Step into the action! Dynamic environment; Direct impact on the business, no matter your position or seniority; Work in an environment that encourages autonomy and entrepreneurship; Inclusion and equal treatment.

Responsibilities

The Junior Investment Advisor will perform in-depth research and evaluation of various asset classes to identify investment opportunities and design customized asset allocation strategies for clients. They will also manage client portfolios, assess risks, and maintain client relationships through effective communication.