Senior Investment Counsellor — EFG International AG

Descrizione completa

1. Investment Advisory

• Follow developments in the financial markets to maintain an understanding of both present and future trends and how they might affect investment strategies

• Provide comprehensive investment advice and solutions to top-tier private bankers and their clients on global products including fixed income instruments, equities, funds, hedge funds, derivatives and structured products

• Respond to all private bankers requests on trades, investment strategies, and supply them with the relevant supporting documents

• Act efficiently in operational processing of investment actions and client instructions

• Conduct and communicate detailed market research and investment solutions

• Ensure proactive, individualized, and professional delivery of advisory services by working collaboratively with various internal teams and entities within the group

• Collaborate with internal teams to develop the local Advisory services in line with clients needs

• Act as the liaison for Advisory services in local committees and delivers related presentations

• Continuously enhance the efficiency and quality of Advisory services through appropriate measures

2. Business Development

• Anticipate clients' needs and uncover related opportunities to maximize business potential

• Assist Private Bankers in acquiring new business and identifying investment solutions that match prospect/client’s needs

• Advocate the Promotion of the Investment Solutions (presentation, Investment proposal, book review…)

• Support the growth in Advisory and Discretionary mandates by implementing suitable sales strategies

3. Risk and control

• Ensure compliance with all regulatory requirements and banks policies and procedures

• Daily controls of portfolios

Skills and experience

• Bachelor’s or Master’s degree in Economics and/or Finance. CFA level would be a plus.

• Minimum of 10 years experience in a similar function within a Wealth Management or Asset management Environment.

• High level of technicity and ability to communicate ideas and recommendations

• Very good commercial and communication skills

• Fluent in Greek and English, French would be a plus

Our Values

Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement

Hands-on: Being proactive to rapidly deliver high-quality results

Passionate: Being committed and striving for excellence

Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset

Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.