9705 Barclays Bank SA/UAE
Investment Advisor(m/w/x)
Full-timeOn-siteManagement
Genf
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LOLombard Odier
Senior Investment Advisor(m/w/x)
Genf
Full-timeOn-siteManagement
Green Job
Nejo AI Summary
Tax-efficient portfolio management for global wealth and asset manager. Minimum 7 years' emerging markets experience required. Internal mobility, upskilling programs.
Requirements
- 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
Tasks
- 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
Work Experience
- 7 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- French – Business Fluent
- English – Business Fluent
Tools & Technologies
- CFA
- Bloomberg
- Excel
- PowerPoint
Benefits
Career Advancement
- Internal mobility
Learning & Development
- 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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LOLombard Odier
Senior Investment Advisor(m/w/x)
Genf
Full-timeOn-siteManagement
Green Job
Nejo AI Summary
Tax-efficient portfolio management for global wealth and asset manager. Minimum 7 years' emerging markets experience required. Internal mobility, upskilling programs.
Requirements
- 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
Tasks
- 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
Work Experience
- 7 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- French – Business Fluent
- English – Business Fluent
Tools & Technologies
- CFA
- Bloomberg
- Excel
- PowerPoint
Benefits
Career Advancement
- Internal mobility
Learning & Development
- 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.
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