Senior Investment Advisor (80-100%)

lband.co

Portfolio management expertise
Investment proposal preparation
Client advisory services
Senior Investment Advisor will actively manage, monitor and review advisory portfolios for Swiss and French Speaking Europe regions

Job Summary

  • Senior Investment Advisor will actively manage, monitor and review advisory portfolios for Swiss and French Speaking Europe regions.
  • The role involves preparing and presenting investment proposals and reports to clients and prospects while contributing to the development of the investment offering.
  • Lombard Odier promotes a diverse and inclusive work environment and encourages internal mobility and individual upskilling programs.

Matching Summary

Senior Investment Advisor will actively manage, monitor and review advisory portfolios for Swiss and French Speaking Europe regions.

Skills & Requirements

Must-have

  • portfolio management expertise
  • investment proposal preparation
  • client advisory services
  • knowledge of derivatives products
  • fluency in French and English
  • compliance with regulatory requirements

Nice-to-have

  • strong commercial awareness
  • excellent communication skills
  • team player with collaboration skills
  • ability to work under pressure
  • flexibility and autonomy

Key Requirements

  • Minimum 7 years portfolio management experience
  • Bank or university education in investment
  • CFA certification is an asset
  • Swiss domicile required

Work Rights

Swiss domicile required

Tailored Resume

Cover Letter