Lombard Odier
Senior Investment Advisor(m/w/x)
Full-timeOn-siteManagement
Genf
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979705 Barclays Bank SA/UAE
Investment Advisor(m/w/x)
Genf
Full-timeOn-siteManagement
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- French – Business Fluent
- German – Basic
- Italian – Basic
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of 9705 Barclays Bank SA/UAE and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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979705 Barclays Bank SA/UAE
Investment Advisor(m/w/x)
Genf
Full-timeOn-siteManagement
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- French – Business Fluent
- German – Basic
- Italian – Basic
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of 9705 Barclays Bank SA/UAE and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Not a perfect match?
- Lombard Odier
Senior Investment Advisor(m/w/x)
Full-timeOn-siteManagementGenf - Lombard Odier
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Full-timeOn-siteSeniorGenf - Lombard Odier
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Full-timeOn-siteManagementGenf