Chargement en cours

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
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Entreprise
MC30 - BJB Bank Julius Baer (Monaco) S.A.M.
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