SENIOR ACTIVE ADVISOR LATAM – with portuguese and spanish recruitment
Our client is a leading private bank based in Geneva. We are looking for a :
Job description :
• Keeping abreast on developments in the financial markets and maintaining an understanding of both current and anticipated trends and how they might affect investment policies and strategies
• Providing proactive advice to clients and client advisors, based on the bank's investment policy
• Constructing and implementing investment products and strategies that maximise the performance of clients' portfolios and which are consistent with the client's investment objectives and profile
• Ongoing monitoring of client portfolios
• Providing comprehensive verbal and written portfolio updates on a regular basis
• Executing, confirming and reporting of client trades
• Maintaining up-to-date client records and supporting documentation to ensure the adherence to agreed investment mandate objectives, compliance requirements and trading prodecures.
Min skills required :
• Banking or investment education with a CFA, CFPI or equivalent
• 5-10 years experience in Investment Advisory, Portfolio Management or as a Client Advisor
• In depth knowledge of investment products
• Experience in advising on all asset classes, with a focus on fixed income, including trade execution
• Strong analytical, organisational and technical skills
• Thorough and self-motivated individual with excellent communication skills
• Self-directed, proactive and reliable
• Fluency in Portuguese and Spanish is a prerequisite