Page Personnel Suisse


Investment advisor chi / eng 100% (m/f)

New 10 July Genève, Geneva Perm

Our client is an important international and prestigious private bank.

Working on an investment offer suitable for Chinese Clients;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 her / his 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 her / his 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.

Private Banking

Chinese & English

Knowledge of the Chinese HNW / UHNW market;Good knowledge and experience in Chinese financial markets;University Degree in Business / Finance;Preference CFA;Minimum of three years in a similar position;Chinese and English speaking and writing;French as an asset ;Microsoft Office tools, data base search, Bloomberg;Solution orientated, analytic abilities, client and results oriented.

Our client offers a 100% permanent contract based in Geneva within an attractive and dynamic environment from September 2018.