CDI - 100K€ / 150K€

Annonceur : JUMPWORK
Référence de l'annonce : 19841
Type d'annonce : Offres
Date de publication : 02-03-2018
Fonction recherchée :
Type(s) de contrat :
Secteur(s) d'activité :

JumpWork, recruitment company dedicated to the financial sector, supports private banks, investment banks, asset management companies and family offices in their needs of specialized profiles. True partner of proximity, our team of specialists brings to its candidates its expertise, its network and its time. We are currently looking for an Investment Advisor, for a private bank based in Monaco.


• Providing Investment Advice : Drawing on a broad experience base the IA will together with the relationship managers be able to identify appropriate investment strategies tailored to client needs, and this will help new business and increase existing client wallet. Where necessary put in place an appropriate team structure (virtual or otherwise) with representatives from the different specialist teams in the product office to support large or complex proposals. Together with the relationship manager, the investment advisor will play a key role in providing clients with a continued superior level of advice with respect to asset allocation and specific investments.

• Ideas Generation : Maintain a close working relationship with segment experts, investment platforms and product specialists to ensure any client insights or market intelligence can be fed back for potential product development or services opportunities. Where relevant and practical, look for opportunities to manage clients’ liabilities and assets.

• Risk Management : While maintaining an appropriate level of professional qualifications to meet regulatory and group policy requirements, the IA will also ensure the investment approach is consistent for client with similar investment objectives. Mandates need to be supported by the platforms and are appropriate for the stated clients investment objectives. In addition, maintain appropriate leads, proposal generation and new business MI.


You will be of graduate calibre and have the local investment qualifications to allow investment advice to be given. You have 8 to 10 years experience in a similar position. Strong verbal, written communication and presentation skills are a critical requirement of the position. The right candidate will have in-depth and broad investment product knowledge as well as a strong understanding of broad asset allocation issues, and have the ability to assimilate complex investment information. The right candidate will also have the technical skills and experience with respect to designing and /or selling of derivates and structured products across asset classes. You will have at least a basic understanding of wealth and estate planning issues. Drawing on your substantial experience communicating with clients you will be able to demonstrate superior selling skills with a proven record for closing. With your effective listening skills you’ll be skilful at matching client’s investment needs to appropriate proposition and product set.

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Please send your application via our website :

Contact Person : Marc Tambone
+33 1 42 21 11 00

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Site Internet : www.jumpwork.fr

Email : marc.tambone@jumpwork.fr

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