Investment Advisor Mexico

  • Competitive
  • Geneva, Geneve, Switzerland Geneva Geneve CH
  • Permanent, Full time
  • Lotus Partners
  • 14 Aug 18 2018-08-14

For one of our clients, we are looking for :

Job description

  • Understand client's investment profile, current investment objectives and partner with banker to develop an investment plan and prepare recommandations of appropriate investment solutions
  • Ability to communicate these investment strategies to all levels of clients and prospects
  • Advise clients on strategic asset allocation and specific tactical solutions
  • Support the sales force for the new project to implement Advisory services clients
  • Ensure the excellence and quality of service to clients in order to maintain high levels of client satisfaction
  • Participate in acquisition initiatives with banker and integrated team to attract new AUM under the Advisory plateform and increase strategic product penetration
  • Maintain visibility with management, sales force and clients defending investment and products policy/strategy
  • Implement investment solutions for clients in accordance with their specific investment needs/restriction
  • Take an active role in defining the Bank's Investment Strategy through proactive participation in the Bank's Asset Allocation as well as Product working groups
  • Raise efficiency and margins through disciplined management, segmentation and use of proprietary information technology business tools
  • To contribute to the evaluation, control and minimization of risks within the Advisory department activity
  • Ensure integrity of sales process and compliance with all regulatory policies


Profile required

  • Bachelor degree required, MBA preferred, CFA certification preferable but not required
  • 5-10 years of experience in a similar or related position
  • Experience within a specific discipline in financial services
  • Fluent in Spanish, very good knowledge of English


           All files will be treated with the utmost confidentiality