Senior Investment Advisor Middle East recruitment

On behalf of a small but prestigious Private Bank based in Geneva is looking to hire a:

SENIOR INVESTMENT ADVISOR MIDDLE EAST

Purpose of the role:

Proactively provide support and expertise in the acquisition, development and retention of all investment services and products related business.

Your responsibilities:

Implementation of the investment strategy
Support Private Bankers in client acquisition, development and retention
Accompany Private Bankers in client meetings and business trips
Promote the Bank’s investment/product offering and provide investment services
Assess client needs and potential
Work with Private Bankers dedicated to the ME market to review existing clients situation and assess new clients potential
Support Private Bankers in their ongoing acquisition activity
Provide regional investment know-how
Develop a good level of knowledge and understanding with regards to the investment opportunities/specificities in respective regions
Provide Private Bankers with investment and regulatory updates that are relevant to their market and pertinent to investment solutions

Your profile:

At least 5 years of experience as an investment advisor in a Private Bank in Switzerland
Proven experience in managing clients on the Middle East (a must)
Swiss/ EU national or valid working permit
Age : 33-40 years old
University education, plus professional qualification i.e. CFA, CFPI, CIIA etc.
Sound technical background in macro-economics, modern finance theory, all major asset classes (including hedge funds, private equity and structured products) as well as portfolio management and asset allocation
Understanding of the principles of Estate Planning ie Trusts, Companies, Foundations and Insurance Wrappers
Fluent English, Arabic would be an asset
Excellent communication and proven client facing skills with the ability to express complex ideas in a clear and comprehensive manner
Ability to challenge clients in a positive and professional manner
Proactive, ‘can-do’ approach- capable of working with strategic thought and action
Decisive, innovative and able to cope under pressure

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