9705 Barclays Bank SA/UAE
Investment Advisor(m/w/x)
Vollzeitnur vor OrtManagement
Genf
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LOLombard Odier
Senior Investment Advisor(m/w/x)
Genf
VollzeitVor OrtManagement
Green Job
Nejo KI-Zusammenfassung
Tax-efficient portfolio management for global wealth and asset manager. Minimum 7 years' emerging markets experience required. Internal mobility, upskilling programs.
Anforderungen
- Bank or university education and/or recognised diploma in investment (CFA an asset)
- Minimum 7 years' proven track record in portfolio management, ideally in emerging markets
- Excellent customer presentation, client service, and communication skills
- Strong commercial awareness
- Strong analytical and quantitative skills
- Flexibility and autonomy
- Ability to acquire and share skills
- Excellent knowledge of derivatives products, including strategy and trading
- Team player
- Ability to build trust and collaborate effectively with colleagues and clients
- Open and dynamic personality
- Ability to take decisions
- Ability to work efficiently under pressure and evolving market conditions
- Good knowledge of Bloomberg, Excel and PowerPoint
- Fluent in French
- Fluent in English
- Swiss domicile
Aufgaben
- Manage, monitor, and review advisory portfolios
- Implement tax-efficient portfolio management
- Advise on tax-efficient portfolio management
- Offer portfolio advisory services
- Prepare investment proposals
- Present investment proposals
- Prepare client reports
- Present client reports
- Prepare client presentations
- Present client presentations
- Contribute to investment offering development
- Provide commercial support to bankers
- Master the bank's investment solutions
- Advise bankers on investment solutions
- Advise clients on investment solutions
- Maintain market knowledge
- Maintain knowledge of asset types
- Maintain knowledge of investment strategy
- Maintain knowledge of portfolio management
- Maintain knowledge of market trends
- Ensure regulatory compliance
- Ensure internal policy compliance
Berufserfahrung
- 7 Jahre
Ausbildung
- Abgeschlossene BerufsausbildungODER
- Bachelor-Abschluss
Sprachen
- Französisch – verhandlungssicher
- Englisch – verhandlungssicher
Tools & Technologien
- CFA
- Bloomberg
- Excel
- PowerPoint
Benefits
Karriere- und Weiterentwicklung
- Internal mobility
Weiterbildungsangebote
- Upskilling programs
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Lombard Odier 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.
Noch nicht perfekt?
- Lombard Odier
Portfolio Manager(m/w/x)
Vollzeitnur vor OrtSeniorGenf - Lombard Odier
Investment Product Manager(m/w/x)
Vollzeitnur vor OrtSeniorGenf - 2050 Rothschild & Co Bank AG
Internship Investment and Portfolio Advisory(m/w/x)
VollzeitPraktikumnur vor OrtGenf - BVZH Bank Vontobel AG
Client Associate(m/w/x)
Vollzeitnur vor OrtBerufserfahrenGenf
LOLombard Odier
Senior Investment Advisor(m/w/x)
Genf
VollzeitVor OrtManagement
Green Job
Nejo KI-Zusammenfassung
Tax-efficient portfolio management for global wealth and asset manager. Minimum 7 years' emerging markets experience required. Internal mobility, upskilling programs.
Anforderungen
- Bank or university education and/or recognised diploma in investment (CFA an asset)
- Minimum 7 years' proven track record in portfolio management, ideally in emerging markets
- Excellent customer presentation, client service, and communication skills
- Strong commercial awareness
- Strong analytical and quantitative skills
- Flexibility and autonomy
- Ability to acquire and share skills
- Excellent knowledge of derivatives products, including strategy and trading
- Team player
- Ability to build trust and collaborate effectively with colleagues and clients
- Open and dynamic personality
- Ability to take decisions
- Ability to work efficiently under pressure and evolving market conditions
- Good knowledge of Bloomberg, Excel and PowerPoint
- Fluent in French
- Fluent in English
- Swiss domicile
Aufgaben
- Manage, monitor, and review advisory portfolios
- Implement tax-efficient portfolio management
- Advise on tax-efficient portfolio management
- Offer portfolio advisory services
- Prepare investment proposals
- Present investment proposals
- Prepare client reports
- Present client reports
- Prepare client presentations
- Present client presentations
- Contribute to investment offering development
- Provide commercial support to bankers
- Master the bank's investment solutions
- Advise bankers on investment solutions
- Advise clients on investment solutions
- Maintain market knowledge
- Maintain knowledge of asset types
- Maintain knowledge of investment strategy
- Maintain knowledge of portfolio management
- Maintain knowledge of market trends
- Ensure regulatory compliance
- Ensure internal policy compliance
Berufserfahrung
- 7 Jahre
Ausbildung
- Abgeschlossene BerufsausbildungODER
- Bachelor-Abschluss
Sprachen
- Französisch – verhandlungssicher
- Englisch – verhandlungssicher
Tools & Technologien
- CFA
- Bloomberg
- Excel
- PowerPoint
Benefits
Karriere- und Weiterentwicklung
- Internal mobility
Weiterbildungsangebote
- Upskilling programs
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Lombard Odier 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.
Über das Unternehmen
Lombard Odier
Branche
FinancialServices
Beschreibung
The company is a renowned global wealth and asset manager focused on sustainable investing, managing close to CHF 300 billion.
Noch nicht perfekt?
- 9705 Barclays Bank SA/UAE
Investment Advisor(m/w/x)
Vollzeitnur vor OrtManagementGenf - Lombard Odier
Portfolio Manager(m/w/x)
Vollzeitnur vor OrtSeniorGenf - Lombard Odier
Investment Product Manager(m/w/x)
Vollzeitnur vor OrtSeniorGenf - 2050 Rothschild & Co Bank AG
Internship Investment and Portfolio Advisory(m/w/x)
VollzeitPraktikumnur vor OrtGenf - BVZH Bank Vontobel AG
Client Associate(m/w/x)
Vollzeitnur vor OrtBerufserfahrenGenf