Company: renowned Bank
Advisory Consultant Key Clients, Geneva
Description
As part of the Product Consulting team for the Key Clients segment, you will be working closely with the Client Advisors in order to provide advice on financial products to our Wealth Management Key Clients.
As an Advisory Consultant, you will provide investment support on structured products (multi-asset class ideally) to the Client Advisors and to their clients, adding value with short and long term investment ideas leveraging market opportunities.
As part of the distribution channel, you will also help the product designer units to meet client needs and preference, by bringing back to them market information and product feedback from internal and external clients.
Active marketing of products as well as education sessions for Client Advisors will also belong to your activities. It will also include preparations of product proposals.
Additionally, you will be responsible for timely and adequate order execution, confirmation and supervision of limits as well as some support function responsibilities.
Requirements
Your profile:
University / HWV degree or CFA charter or CFPI diploma
2 to 4 years of experience in the financial service industry
Fluency in French and English, other languages would be a plus
Open minded and flexible personality
Excellent analytical, communication and interpersonal skills
Excellent team player with good client facing and business development capabilities
Deep interest in financial markets and products |
