Wealth investment advisory specialist

Mission:

Serve as the ambassador in WM for the entire Investment/ advisory desk, actively proposing the best-fitted solutions to clients to ensure their satisfaction and the business growth.

Challenges:

Book activation (Client prospecting – Client coverage) Systematic potential new accounts. Prepare initial investment proposals & meet prospects with RMs

Main Responsibilities:

• Platform delivery to WM – Ambassador Role
• Deliver entire investment solutions to RMs and Clients 
• From explaining investment strategies and the relevant Advisory solutions 
• Animate discussions with RMs – through formal channels (for ex. weekly investment meetings)
• Markets Heads dedicated initiatives (linked to book activation)

Core Competencies:

• Adherence to the company’s values: Dedication, Conviction, Agility, and Responsibility
• Compliance with regulations and internal directives
• Deep knowledge and affinity with financial, economic, and global capital markets
• Possess in-depth knowledge of investment products and ability to execute trades for equities, derivatives, fixed income, bonds, warrants, and mutual funds
• Strong client focus, business development, and relationship management skills

Education:

Education: Master's Degree Certification: Outstanding academic record with relevant masters/PhD and professional achievement

Experience:

• Years of experience: 5-10: senior Experience in private banking: Mandatory
• Language: English, French and  Russian
• Swiss resident: Mandatory Entrepreneurship and social intelligence Excellent communicator Strong team player.