9705 Barclays Bank SA/UAE
Investment Advisor(m/w/x)
Full-timeOn-siteManagement
Genf
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Delivering investment advice and managing multi-asset portfolio strategies for private clients at a global sustainable wealth manager. 7-10 years in discretionary portfolio management required. Exclusive focus on sustainable investing.
Requirements
- University degree or recognized investment qualification (CFA, CIIA)
- 7–10 years of experience in discretionary portfolio management
- Deep understanding of asset allocation and portfolio construction
- Excellent presentation and communication skills
- Strong ability to learn and collaborate
- Decisiveness, flexibility, and autonomy
- Proficiency in Excel and PowerPoint
- Fluency in English; French or another language is a plus
Tasks
- Deliver investment advice to relationship managers and private clients
- Shape multi-asset and international discretionary investment offerings
- Manage portfolio strategies tailored to client constraints
- Support advisory mandates aligned with client objectives
- Maintain expert knowledge of asset classes and investment strategies
- Prepare investment proposals and reports for clients
- Follow up on recommended actions and investment options
- Participate in developing portfolio management tools
Work Experience
- 7 - 10 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- French – Basic
Tools & Technologies
- Excel
- PowerPoint
Benefits
Career Advancement
- Encouraging 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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Delivering investment advice and managing multi-asset portfolio strategies for private clients at a global sustainable wealth manager. 7-10 years in discretionary portfolio management required. Exclusive focus on sustainable investing.
Requirements
- University degree or recognized investment qualification (CFA, CIIA)
- 7–10 years of experience in discretionary portfolio management
- Deep understanding of asset allocation and portfolio construction
- Excellent presentation and communication skills
- Strong ability to learn and collaborate
- Decisiveness, flexibility, and autonomy
- Proficiency in Excel and PowerPoint
- Fluency in English; French or another language is a plus
Tasks
- Deliver investment advice to relationship managers and private clients
- Shape multi-asset and international discretionary investment offerings
- Manage portfolio strategies tailored to client constraints
- Support advisory mandates aligned with client objectives
- Maintain expert knowledge of asset classes and investment strategies
- Prepare investment proposals and reports for clients
- Follow up on recommended actions and investment options
- Participate in developing portfolio management tools
Work Experience
- 7 - 10 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- French – Basic
Tools & Technologies
- Excel
- PowerPoint
Benefits
Career Advancement
- Encouraging 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.
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?
- 9705 Barclays Bank SA/UAE
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Internship Investment and Portfolio Advisory(m/w/x)
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Independent Portfolio Manager(m/w/x)
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