Key skills
CollaborationSales
About this role
Role Overview
- Portfolio rotation to seek the best allocation according to the client's profile (risk vs. return)
- Technical support for products: investments (fixed income/equities/structured products)
- Focus on acquiring new investment clients and increasing Assets under Custody (AuC)
Requirements
- Hybrid profile: technical expertise + commercial/sales skills
- Increasing complexity of responsibilities according to seniority
- Investment specialist with a focus on financial products, planning, and portfolio construction
- Preferably experienced managing personal/individual investment portfolios at banks or advisory firms
Benefits
- We invest in personal and professional development
- We encourage continuous learning
- Collaboration
- Courage to take on challenges with a long-term perspective