Description du poste :

Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?

We're looking for an Investment Advisor for our Arabian Gulf clients to:
• create and implement a strategic client book development plan with measurable actions
• grow the book by exploiting share of wallet opportunities, referrals and conversions of prospects
• understand each client and establish long-term client partnerships
• support the Relationship Manager by leveraging the entire bank and proactively promoting multi-shoring services, such as Global Asset Management
• select advisory processes, solutions and agreements designed to meet our clients' needs, objectives and expectations
• keep accurate, up-to-date client documentation including investor profiles to meet regulatory requirements
• comply with all regulation, policies and standards, contributing to an effective risk... culture

Description du profil :

• proven experience in relationship management, asset gathering and investments, ideally 3 years working in a client-facing role
• CFA, CAIA of advantage
• strong commitment and passion for the Arabian Gulf Market, including understanding of social and business culture
• a distinct entrepreneurial mindset, strong negotiation skills and sound understanding of client needs
• firm grasp of global financial markets and regulatory frameworks
• ability to build strong client networks, with an entrepreneurial mind-set
• resilient team player and truly service oriented
• aptitude for digitization and technology
• excellent communication skills in English

Carouge Switzerland

Salary Criteria