Director/Vice President, Investment Advisor, MENA Wealth Management, Bulge Bracket Bank, Geneva

Mandate Status: 
Active
Mandate Code: 
CGG002/9/11
- Bulge Bracket bank seeking to add an experienced Investment Advisor in Geneva
- Working within the MENA team with a focus on Saudi Arabia

Requirements: 

  • At least 7 years of experience in finance most recently in Private Wealth Management
  • In-depth knowledge of fixed income, structured products, options and futures, funds, and alternatives
  • Broad knowledge of equity selection with proven selection and / or management process
  • Ability to analyse products with a view to improve trading revenues, return on investment for clients and upgrade accounts
  • Good understanding of asset allocation requirements
  • In-depth understanding of Swiss Wealth Management regulation
  • An organised approach to work and a high level of attention to detail
  • University degree in economics / finance / banking or equivalent
  • Holder of CFA or equivalent
  • Fluency in Arabic is preferable but not mandatory

Responsibilities: 

  • Work alongside UHNW and HNW Relationship Managers to identify appropriate investment strategies tailored to client needs in order to generate new business and add value to existing client portfolios
  • Independently manage a sizeable portfolio in a view of maximising return on investment
  • Actively contribute to the investment ideas of the Wealth Management team
  • Have ownership of tactical and strategic investment ideas
  • Present and communicate portfolio recommendations to Relationship Managers and clients
  • Build and promote the investment advisory offering inside the bank and with prospects
  • Maintain close working relationships with in-house and external experts, investment platforms and product specialists to ensure client insights and market intelligence are reflected in portfolios

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