Junior Investment Advisor

Qualifications

• 3-5 years of experience in wealth management, private banking, investment advisory, or asset management
• Good understanding of financial markets and investment products, including:
• Mutual Funds
• Equities
• Fixed Income
• Structured Products
• Multi-Asset Solutions
• Excellent presentation and communication skills, with the ability to present confidently to clients and larger audiences
• Advanced proficiency in Microsoft Office, particularly Excel and Power Point
• Familiarity with financial platforms and market data tools such as Bloomberg, Reuters, Morningstar, or similar systems
• Good knowledge and practical use of modern AI and productivity tools is considered a strong advantage
• Highly motivated and proactive team player with strong organizational and multitasking skills
• Strategic mindset with the ability to take ownership and manage multiple priorities simultaneously
• Strong attention to detail and ability to work under pressure in a fast-paced environment

• Support senior advisors in the ongoing management of client relationships and advisory activities
• Coordinate and follow up on investment orders and execution processes
• Assist in the preparation of investment proposals, portfolio reviews, and client presentations
• Monitor portfolios, asset allocation, investment performance, and cash management activities
• Ensure accurate follow-up of transactions, documentation, and internal processes
• Participate in advisory desk coverage, including scheduled market and client monitoring support
• Investment Development & Research
• Conduct market research across various asset classes and investment themes
• Support investment screening and analysis, providing ideas and recommendations for potential investment opportunities
• Monitor financial markets, macroeconomic developments, and investment trends
• Maintain and update the advisory investment universe, watchlists, and reporting tools
• Contribute to the preparation of investment publications, market commentaries, and marketing materials
• Assist in developing internal investment presentations and client communication materials