Job Description
Job Description
Investment Advisor - Cross-Asset
For our client, a mid-sized private bank, we are seeking an Investment Advisor Cross Asset, reporting directly to the CIO.
You will have the opportunity to evolve within a dynamic team in a human-scale institution with an international presence.
Responsibilities
- Identify investment opportunities and write investment ideas across all asset classes
- Prepare and conduct investment idea and sales meetings with Relationship Managers (RMs) and clients
- Perform portfolio reviews and make investment proposals aligned with clients' risk profiles and investment objectives
- Provide full support to RMs and External Asset Managers (EAMs) for all investment-related questions and research (across all asset classes)
- Demonstrate strong knowledge of structured products and option strategies
- Perform controls on advisory accounts for risk management purposes
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