Senior Investment Advisor

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 Act as an unbiased and holistic business enabler for client solutions; providing technical investment advice to Relationship Managers and clients, based on regulatory context, BO domicile, and investment strategy; Create and develop tailor-made investment proposals; Create proposals in a portfolio context based on client's risk profile; 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; Ensure compliance with predefined portfolio parameters; Monitor and analyze portfolios, carrying out detailed portfolio and performance reviews; Execute and document trades, cash management, and create client reports; Support and assist Relationship Managers in general investment questions and activities; Assist in client acquisition and retention efforts; Identify profitable investment opportunities; Optimize revenue generation; Update risk profiles for clients where required, in coordination with RMs. Qualifications Bachelor’s degree in Finance, Economics, or Business Management; Minimum 5-10 years of experience in a Wealth Management Advisory role; Understanding of asset allocation and common portfolio and investment strategies, including equities, fixed income, structured products, FX, commodities, and Private Equities; Impeccable communication and presentation skills, both verbal and written in English; additional languages are an asset. Additional Information Family-friendly and dynamic environment; Direct impact on the business, regardless of your position or seniority; Work in an environment that encourages autonomy and entrepreneurship; Flexible working arrangements to help achieve better work-life balance; Variety of cultural and sporting activities during free time; Inclusion and equal treatment; Various employee benefits and family-friendly benefits. Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Industries Banking #J-18808-Ljbffr