Investment Advisor (Temporary Position)
Core
Act as a key link between the Markets Department and Relationship Managers by providing ongoing, high-quality investment advice and support to clients, assisting in portfolio monitoring and ad hoc investment proposals.
Role type
Investment Advisor (Private Banking)
Builds
Tailored investment proposals, market alerts, and portfolio monitoring for private banking clients.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio monitoring, asset allocation, risk analysis, client communication, market research, regulatory compliance, Bloomberg/LSEG platform usage, MS Office (Excel, PowerPoint)
Preferred skills
EFPA, CFA, CAIA certifications, Access knowledge, additional languages
Technologies
Bloomberg, LSEG, MS Office (Excel, PowerPoint, Access)
Responsibilities
Monitor client portfolios for deviations and risk breaches, develop ad hoc investment ideas and market alerts, maintain direct contact with clients to assess portfolio evolution, accompany Relationship Managers on client visits, prepare tailored investment proposals, produce regular macroeconomic summaries, analyze advisory portfolios for performance and concentration risk.
Seniority
Mid-Senior (7+ years experience)
