Investment Advisor/Chinese Speaking

  • nc
  • Geneva, Geneve, Switzerland Geneva Geneve CH
  • Permanent, Full time
  • Ficoba Consultants
  • 13 Mar 18 2018-03-13

Investment Advisor/Chinese Speaking - Private Bank - Geneva

Our client, a Private Bank based in Geneva is looking for an Investment Advisor/Chinese Speaking.

Knowledge of the Chinese HNW/UHNW market;

• Actively participate in the launch of the Chinese desk;

• Creating an investment offer suitable for Chinese Clients;

• Good knowledge of and experience in Chinese financial markets;

• Analyse and structure client’s portfolios, identifying potential risks and opportunities, while taking into account the respective risk profile of the client as well as the “house view” in terms of asset allocation and recommended investment products;

• Prepare the Portfolio Reviews proposing the necessary changes in order to align the portfolio composition with the client’s risk profile, recommended asset allocation and investment product allocation;

• Provide information about financial markets and products to the private bankers;

• Maintain an up to date knowledge about financial markets and investment products with the objective of forming his (her) own independent opinion. Generate and develop investment ideas;

• Maintain a good relationship with counterparties with the objective of gathering information about financial markets and new financial products;

• Participate in the internal discussions contributing with his (her) own ideas to the construction of the “house view”;

• Maintain a good knowledge about the Bank services and recommended investment products.

• Require face-to-face meetings as well as remote contact with clients in order to present investment proposals, explain the proposed investment products, present the “house view” on financial markets and asset allocation and help the clients to find the best solutions to put to practice their own trade ideas.

Chinese speaking is mandatory