Investment Advisor, VP/Director Private Bank, Geneva recruitment
The successful candidate will work closely with the Private Bankers and also clients directly on portfolio construction and asset allocation. Extensive product range and all investment vehicles are covered. The opening is at VP or Director level and requires a background in developing highly technical investment solutions. The candidate needs to have an excellent academic background with strong communication skills.
Responsibilities:
• Actively developing best in class advisory standards.
• Provide portfolio management and investment advisory services to UHNWI.
• Responsible for portfolio reviews and recommendations as per client needs, suitability and current trends in the global financial markets.
• Research and analysis on global markets in order to advise Private Bankers and sophisticated clients of potential investment opportunities.
Requirements:
• At least 8 years of experience in Investment Advisory/Private Banking in a leading top tier International Investment Bank/Private Bank with excellent technical competencies.
• Degree from well reputed International University, though CFA/MBA in Finance would be beneficial.
• In depth and wide product knowledge and well versed in advising Private Bankers as well as their clients.
• Sound knowledge of global economic and political conditions, current affairs and competitor activity.
Please note: My client will not consider a structured products sales banker or a broker/trader.
All resumes will be treated on a confidential basis.
Candidates who qualify for this position need to quote the Job Title in the subject of your email and send your CV as an attachment in MS Word Document format to matt.weldon@gulfconnexions.com
Only short listed candidates will be contacted.