Investment Advisor - 100% (f/m/d)
MONACO
il y a 3 jours
Responsible for providing tailored investment advice and solutions to clients, supporting them in achieving their financial goals through portfolio management, market insights, and strategic recommendations.
YOUR CHALLENGE
- Advise clients on investment opportunities aligned with their financial objectives and risk profile
- Develop and maintain strong client relationships through regular communication and portfolio reviews
- Monitor market trends and economic developments to identify suitable investment ideas
- Construct and adjust investment portfolios based on client needs and market conditions
- Ensure compliance with regulatory requirements and internal policies in all advisory activities
- Collaborate with relationship managers and product specialists to deliver holistic wealth management solutions
YOUR PROFILE
- Demonstrate a client-focused mindset with a proactive and solution-oriented approach
- Strong analytical skills and ability to interpret market trends, financial data and technological developments
- In-depth knowledge of investment products, portfolio construction, and risk management
- Proven experience in investment advisory or wealth management within a private banking environment
- Bachelor’s degree in finance, economics, or a related field
- Senior experience (10 years in similar role in private bank)
- Fluent in English and Russian
Entreprise
MC30 - BJB Bank Julius Baer (Monaco) S.A.M.
Plateforme de publication
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