Investment Advisor

Responsibilities

• Actively manage, monitor and review advisory portfolios for South Europe and Latin America regions.
• Offer clients and bankers portfolio advisory services in accordance with Lombard Odier’s view as well as clients’ constraints and preferences.
• Prepare and present investment proposals, reports and presentations to clients and prospects in a compelling manner.
• Contribute to the development of the investment offering and the client book through strong commercial support to bankers.
• Master the investment solutions offering of the bank to advise bankers and clients in the most adapted manner.
• Maintain a high degree of knowledge on financial markets, traditional and alternative assets, investment strategy and portfolio management as well as market trends, particularly in the regions of coverage.
• Ensure compliance with regulatory requirements and internal policies.

• Bank or university education and/or recognised diploma in investment (CFA is an asset).
• Minimum 10 years’ proven track record in advisory and/or portfolio management, ideally in the regions of coverage.
• Excellent customer presentation, client service and communication skills.
• Strong commercial awareness.
• Strong analytical and quantitative skills, flexibility and autonomy, ability to acquire and share skills.
• Team player, with ability to build trust and collaborate effectively with colleagues and clients.
• Open and dynamic personality with the ability to take decisions, flexibility and autonomy.
• Ability to work efficiently under pressure and evolving market conditions.
• Good knowledge of Bloomberg, Excel and PowerPoint.
• Fluent in English and French;
  Spanish would be an asset.
• Swiss domicile.

We are an equal opportunities employer. As an EDGE (Economic Dividends for Gender Equality) certified organisation, we aspire to create an optimal workplace for women and men.

Geneva, Switzerland