Senior Investment Advisor

Job description

Are you passionate about investments and do you want to deliver the best possible investment experience possible for our clients? Within our Client Advisory unit, we are looking for a professional who will take ownership of the investment advisory in our Geneva branch. What would your role be?: - Provide high quality tailor-made investment advice to UHNWI clients and sophisticated wealth management customers across all the asset classes and different markets - Manage and grow a book of advisory direct clients - Ongoing monitoring of advisory portfolios (risk budget, performance, asset allocation), providing frequent proactive investment ideas to clients. - Regular generation and production of investment ideas and solutions for advisory clients within Wealth Management. - Presentation on market views, investment strategy and investment ideas for relationship managers, clients and prospects (incl. at events) - Preparation of and participation in client pitches - Presentation of all the investment products of the Bank, including Discretionary Solutions and Vontobel Select. - Contribution to the continuous development of the investment offering - Contribution to strategic projects with...