Investment Advisor H/F

Monaco-Ville CDI Télétravail possible

Ajoutée le 03/04/2024

  • A great opportunity to join a dynamic and high environment company
  • Opportunities to develop and growth within the organization

À propos de notre client

Our client, a famous private banking in Monaco is looking for an Investment Advisor/Portfolio Manager in order to complete his team.

Description du poste

Your missions, will be :

Actively market and develop the discretionary portfolio management client base :

  • Work with Investment Advisors and Private Bankers to identify prospective individual and groups of clients for Investment Management service,
  • Identify client needs and objectives and match to service delivery capabilities,
  • Identify new product opportunities/needs in the marketplace and communicate these to the appropriate product specialists,
  • Ensure each client segment receives the appropriate level of service.

Working with the Head of Investments, develop and deliver to a budget and business plan :

  • Contribute to the setting of business goals, objectives, sales management action plans and sales dials for the Market,
  • Measure individual (and if applicable, team) performance(s) against goals, objectives, client satisfaction levels,
  • Optimise business and product mix and ensure multiple product penetration,
  • Assist Investment Advisors and bankers on mandates promotion.

Focus on business retention :

  • Identify potential business at risk and proactively deliver action plan to retain assets.

Participate to internal and external marketing and communication plans on investment management services.

Profil recherché

You already have a minimum of 7 years of experience in a similar position.

You have an excellent market exposure and multidiscipline investment expertise.

You have a strong investment and banking product knowledge.

You have a proven track record as a successful salesperson.

Excellent command of English is an absolute necessity.

Conditions et Avantages

Attractive package.

Germain Gammel
Indiquer la référence de l'offre

Résumé du poste

Banque & Services Financiers
Banque privée
Banque & Services Financiers
Type de contrat
Nom du consultant
Germain Gammel
Référence de l´offre
Poste à pourvoir en :
Télétravail possible