Lombard Odier
Senior Investment Advisor(m/w/x)
Full-timeOn-siteManagement
Genf
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Managing and monitoring advisory portfolios for South Europe and Latin America. Bank or university education with a recognised investment diploma required. Internal mobility, individual upskilling programs.
Requirements
- Bank or university education, recognised diploma in investment (CFA asset)
- Excellent customer presentation, client service, communication skills
- Strong commercial awareness
- Strong analytical and quantitative skills
- Flexibility and autonomy
- Ability to acquire and share skills
- Team player
- Ability to build trust and collaborate effectively
- Open and dynamic personality
- Ability to take decisions
- Ability to work efficiently under pressure
- Ability to work efficiently in evolving market conditions
- Fluent English
- Fluent French
- Spanish knowledge asset
- Swiss domicile
Tasks
- Manage and monitor advisory portfolios for South Europe and Latin America
- Provide portfolio advisory services to clients and bankers
- Prepare and present investment proposals and reports
- Support bankers in developing the investment offering and client base
- Master the bank's investment solutions for effective client advice
- Maintain expertise in financial markets and investment strategies
- Stay informed about market trends in covered regions
- Ensure compliance with regulatory requirements and internal policies
Work Experience
- 10 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Business Fluent
- French – Business Fluent
- Spanish – Basic
Tools & Technologies
- CFA
- Bloomberg
- Excel
- PowerPoint
Benefits
Informal Culture
- Diverse and inclusive work environment
Career Advancement
- Internal mobility
Learning & Development
- Individual upskilling programs
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Lombard Odier 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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Managing and monitoring advisory portfolios for South Europe and Latin America. Bank or university education with a recognised investment diploma required. Internal mobility, individual upskilling programs.
Requirements
- Bank or university education, recognised diploma in investment (CFA asset)
- Excellent customer presentation, client service, communication skills
- Strong commercial awareness
- Strong analytical and quantitative skills
- Flexibility and autonomy
- Ability to acquire and share skills
- Team player
- Ability to build trust and collaborate effectively
- Open and dynamic personality
- Ability to take decisions
- Ability to work efficiently under pressure
- Ability to work efficiently in evolving market conditions
- Fluent English
- Fluent French
- Spanish knowledge asset
- Swiss domicile
Tasks
- Manage and monitor advisory portfolios for South Europe and Latin America
- Provide portfolio advisory services to clients and bankers
- Prepare and present investment proposals and reports
- Support bankers in developing the investment offering and client base
- Master the bank's investment solutions for effective client advice
- Maintain expertise in financial markets and investment strategies
- Stay informed about market trends in covered regions
- Ensure compliance with regulatory requirements and internal policies
Work Experience
- 10 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Business Fluent
- French – Business Fluent
- Spanish – Basic
Tools & Technologies
- CFA
- Bloomberg
- Excel
- PowerPoint
Benefits
Informal Culture
- Diverse and inclusive work environment
Career Advancement
- Internal mobility
Learning & Development
- Individual upskilling programs
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Lombard Odier 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.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Lombard Odier
Industry
FinancialServices
Description
The company is a renowned global wealth and asset manager focused on sustainable investing, managing close to CHF 300 billion.
Not a perfect match?
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