Lombard Odier
Senior Investment Advisor(m/w/x)
Vollzeitnur vor OrtManagement
Genf
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
979705 Barclays Bank SA/UAE
Investment Advisor(m/w/x)
Genf
VollzeitVor OrtManagement
Nejo KI-Zusammenfassung
Advising clients on investment products, ensuring regulatory compliance and market trend alignment. Fluency in English, French, and German/Italian required. Regular client meetings, continuous market analysis.
Anforderungen
- Fluency in English and French (spoken and written)
- Previous experience within financial services
- Deep understanding of investment products and financial markets
- Fluency in German and/or Italian
- Strong commercial acumen with a client-focused mindset
- High attention to detail and analytical thinking
- Excellent multitasking and time management skills in a dynamic environment
- Assessment on key critical skills relevant for success in role
Aufgaben
- Advise clients and Relationship Managers on investment opportunities
- Ensure solutions align with client objectives and regulatory compliance
- Provide expertise on product features, benefits, and risks
- Analyze market trends and customer feedback for product development
- Respond to customer inquiries and attend client meetings
- Understand complex financial circumstances to offer suitable solutions
- Present product advantages to potential customers
- Assist in developing marketing materials and client presentations
- Participate in training sessions to share product knowledge
- Engage in networking events to showcase products
- Contribute to policy development and operational effectiveness
- Lead a team to deliver impactful business functions
- Coach employees and appraise performance against objectives
- Consult on complex issues and support resolution of escalated matters
- Identify risk mitigation strategies and develop new policies
- Manage risk and strengthen controls in work processes
- Collaborate with other areas to align business strategies
- Analyze data from multiple sources to solve problems
- Communicate complex information effectively to stakeholders
- Influence stakeholders to achieve desired outcomes
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Französisch – verhandlungssicher
- Deutsch – Grundkenntnisse
- Italienisch – Grundkenntnisse
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens 9705 Barclays Bank SA/UAE erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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Advising clients on investment products, ensuring regulatory compliance and market trend alignment. Fluency in English, French, and German/Italian required. Regular client meetings, continuous market analysis.
Anforderungen
- Fluency in English and French (spoken and written)
- Previous experience within financial services
- Deep understanding of investment products and financial markets
- Fluency in German and/or Italian
- Strong commercial acumen with a client-focused mindset
- High attention to detail and analytical thinking
- Excellent multitasking and time management skills in a dynamic environment
- Assessment on key critical skills relevant for success in role
Aufgaben
- Advise clients and Relationship Managers on investment opportunities
- Ensure solutions align with client objectives and regulatory compliance
- Provide expertise on product features, benefits, and risks
- Analyze market trends and customer feedback for product development
- Respond to customer inquiries and attend client meetings
- Understand complex financial circumstances to offer suitable solutions
- Present product advantages to potential customers
- Assist in developing marketing materials and client presentations
- Participate in training sessions to share product knowledge
- Engage in networking events to showcase products
- Contribute to policy development and operational effectiveness
- Lead a team to deliver impactful business functions
- Coach employees and appraise performance against objectives
- Consult on complex issues and support resolution of escalated matters
- Identify risk mitigation strategies and develop new policies
- Manage risk and strengthen controls in work processes
- Collaborate with other areas to align business strategies
- Analyze data from multiple sources to solve problems
- Communicate complex information effectively to stakeholders
- Influence stakeholders to achieve desired outcomes
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Französisch – verhandlungssicher
- Deutsch – Grundkenntnisse
- Italienisch – Grundkenntnisse
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens 9705 Barclays Bank SA/UAE erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
9705 Barclays Bank SA/UAE
Branche
FinancialServices
Noch nicht perfekt?
- Lombard Odier
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