Investment Counsellor Intern
EFG International

Geneva - Switzerland

vor 4 Tg.
  • Careers
  • Investment Counsellor Intern
  • Investment Counsellor Intern

    02 July 2021

    Deadline of publication

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    Job description

    This is a 6 months internship. As a member of the Central Advisory team, you will be responsible to coordinate and provide investment ideas to Private Bankers (CRO) located in various EFG offices and to manage Advisory Pro portfolios.

    Main responsibilities

  • Coordinate and prepare the weekly bank investment presentation
  • Prepare the monthly reporting for Advisory Pro portfolios
  • Create switch proposals for all asset classes
  • Create tailor-made investment proposals
  • Prepare trades
  • Promote EFG funds and Structured Products
  • Collaborate with IT to enhance Advisory tools
  • Skills and experience

  • University degree in economics or finance
  • A qualification would be a plus (CFA, CAIA, FRM)
  • Good knowledge of financial markets, investment products and services
  • Experience in portfolio management, brokerage or institutional sales
  • Strong sales, analytic, complex problem solving, communication, teamwork and relationship building skills
  • Fluent in English and French
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