- Leading European Private Bank
- Great Remuneration Package
- Great Working Culture
company overview.
This leading European Private Bank is looking for an Investment Advisor to join their business due to great success in their business last year. You will be reporting directly to the head of investment advisory. Great remuneration package and great working culture will be provided.
Job scope.
As the ED/ D, Investment Advisor for a leading European Private Bank, your key responsibility will be to:
- Provide premium & tailor-made investment advise to Private Banking clients and construct investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.
- Deliver the house view in the respective marketing teams and call on product specialists for specific support or general training needs.
- Liaise with Private Bankers to articulate investment ideas & concepts, to create investment proposals and to conduct portfolio reviews.
- Monitor clients & prospects portfolios for performance, appropriateness and opportunity
- Contribute input and support for the development of new business initiatives and product enhancement by keeping abreast of products in the market as well as developing, monitoring, and following up on new trading ideas related to different asset classes, including but not limited to cash equities, bonds, FX as well as structured products under ELNs, equity options, range accrual notes.
- Participate as a member of the Investment Council to generate products solutions and promote ideas approved & endorsed by the Investment Council
- Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
Requirements.
- Bachelor’s degree in Finance, Business, Economics, Banking or other related discipline, preferably with a CFA or other relevant post graduate qualifications
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