Investment Advisor - Chinese market
HR Partners
Rue de la Gare 1 CH-1260 Nyon Switzerland
vor 7 Tg.

For a private bank based in Geneva, we are looking for a

YOUR RESPONSIBILITIES

  • Provide strategic advice and support to clients / Relationship Managers on financial market and new financial products;
  • Analyse client's book in order to identify buy / sell opportunities;
  • Research and update on investment opportunities;
  • Interact with RM Support and Risk Specialists in order to detect and prevent risk issues;
  • Monitor portfolios and proactively suggest rebalancing according to a determined investment strategy, restrictions and client's risk profile;
  • Prepare meetings with clients in order to present investment proposals;
  • Responding to client's inquiries on account documentation, account balances, account activity, statement information, securities transfers and product information.
  • YOUR PROFILE

  • University degree in Economics or related field; CFA or CIIA is a plus;
  • Min. 2 / 3 years' experience in a similar role or as a Portfolio Manager / Analyst in a private bank or a financial institution;
  • Very good knowledge of Chinese financial markets and experience in presenting proposals to Chinese clients;
  • Excellent knowledge of the financial market and instruments;
  • Excellent interpersonal, analytical and communication skills;
  • Dynamic, pro-active and solution oriented person,
  • Fluent in Mandarin Chinese and English, French is a plus;
  • Swiss residency mandatory.
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