Junior Investment Advisor
Mirabaud GroupSwitzerland18 hours ago
Full-timeFinance, Sales
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Company Description
You have an entrepreneurial spirit and good connections with Entrepreneurs or wealthy families? Join Mirabaud!
It is the perfect combination of a long-term vision, crafted during more than 200 years, 7 generations and the entrepreneurial culture that is still necessary to find solutions for our clients.
At Mirabaud, everyone can have an impact!
With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network of 16 offices.
Job Description
Investment Analysis
Perform in-depth research and evaluation of a broad range of asset classes including equities, fixed income, mutual funds, and alternative investments to identify opportunities that align with clients' objectives
Asset Allocation
Design and implement customized asset allocation strategies tailored to each client's financial goals, investment horizon, and risk profile, with a focus on diversification and long-term performance.
Portfolio Management
Proactively manage and monitor client portfolios, making timely adjustments in response to evolving market dynamics, client needs, and risk considerations.
Risk Assessment
Evaluate the risk-return profile of various investment options and deliver clear, data-driven recommendations to help clients navigate market uncertainties and safeguard capital.
Client Communication
Build and maintain trusted client relationships through regular, transparent communication. Provide updates on portfolio performance, market developments, and investment strategy to ensure clarity and confidence.
Prospecting
Create and present investment proposals for potential clients. Monitor the development of the client acquisition process by adjusting investment proposals when needed. Support RMs by presenting the Bank’s investment process to potential clients.
Trading
Advise and execute clients’ trading instructions and follow pending orders/limit orders.
Qualifications
Step into the action!
You have an entrepreneurial spirit and good connections with Entrepreneurs or wealthy families? Join Mirabaud!
It is the perfect combination of a long-term vision, crafted during more than 200 years, 7 generations and the entrepreneurial culture that is still necessary to find solutions for our clients.
At Mirabaud, everyone can have an impact!
With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network of 16 offices.
Job Description
Investment Analysis
Perform in-depth research and evaluation of a broad range of asset classes including equities, fixed income, mutual funds, and alternative investments to identify opportunities that align with clients' objectives
Asset Allocation
Design and implement customized asset allocation strategies tailored to each client's financial goals, investment horizon, and risk profile, with a focus on diversification and long-term performance.
Portfolio Management
Proactively manage and monitor client portfolios, making timely adjustments in response to evolving market dynamics, client needs, and risk considerations.
Risk Assessment
Evaluate the risk-return profile of various investment options and deliver clear, data-driven recommendations to help clients navigate market uncertainties and safeguard capital.
Client Communication
Build and maintain trusted client relationships through regular, transparent communication. Provide updates on portfolio performance, market developments, and investment strategy to ensure clarity and confidence.
Prospecting
Create and present investment proposals for potential clients. Monitor the development of the client acquisition process by adjusting investment proposals when needed. Support RMs by presenting the Bank’s investment process to potential clients.
Trading
Advise and execute clients’ trading instructions and follow pending orders/limit orders.
Qualifications
- University degree; CFA is a plus.
- Ideally professional client-facing experience in banking, financial markets or trade execution, preferable in the lnvestment Advisory business applying a portfolio approach, sales and distribution.
- Passionate about financial markets, excellent knowledge of financial products and services.
- Very good interpersonal skills; passionate about client service.
- Fluent in English and French. Spanish or Portuguese is an asset.
Step into the action!
- Dynamic environment;
- Direct impact on the business, no matter your position or seniority;
- Work in an environment that encourages autonomy and entrepreneurship;
- Inclusion and equal treatment.
Ready to apply?
Join Mirabaud Group and take your career to the next level!
Application takes less than 5 minutes