OPEN POSITION

Local Investment Advisor Geneva

Reference P_Investment Solutions / • Entrepreneurial thinking and ability to work under
Adivsory & Product pressure
Management • Results oriented with ability to proactively and
independently solve problems
Department Investment Solutions • Solid skills in MS Office and Bloomberg
Work time percentage 100%
Location Geneva Our company
HR contact hrrecruitment@efgbank.com EFG Bank is the Swiss private banking subsidiary of EFG
Date of publication 26.09.2018 International. Headquartered in Zurich, it has an
Deadline of publication 19.10.2018 international network spanning Europe, Asia Pacific and
Latin America, and manages assets for private clients all
Main responsibilities over the world. The bank’s services comprise asset

• Provide investment advice and solutions to CROs and management and investment counselling, investment
  their clients on global products including fixed income funds, securities brokerage, estate planning and a full
  instruments, equities, funds, hedge funds, derivatives and array of banking services. EFG Bank offers a stimulating
  structured products and dynamic work environment.


• Develop a close collaboration with CROs, assure a high
  availability for client meetings Application


• Implement advisory mandates booked locally Should you wish to apply for this position,


• Assist CROs in sourcing discretionary mandates where please send your complete job application by email to
  appropriate hrrecruitment@efgbank.com


• Serve as main point of contact for CROs for all investment
  matters We will only respond to applications with a matching


• Proactively conduct book reviews and portfolio analysis & profile.
  health checks with the CRO and agree on actions to close
  gaps, leading to reduced risks and higher client activity


• Monitor CROs satisfaction


• Spot client opportunities and source investment ideas


• Develop and share product ideas


• Cover local investment products to reflect local needs


• Support on Suitability & Appropriateness aspects

Skills and experience

• University degree in economics or finance, or comparable
  qualifications (CFA, etc)


• Good and broad knowledge of financial markets,
  investment products and services


• Minimum 5 years in field of investment advisory, portfolio
  management, or similar in a Private Banking or
  Investment Management environment


• Able to establish good working relationships


• Excellent verbal and written communication skills in
  English and at least one other European language, Arabic
  a plus

1 | 26 September 2018