Investor

Full-time Finance, Management & Operations

The Investor's main responsibility is to support clients and bankers in all aspects related to portfolio management (follow-up / proposal / implementation / accountability) based on the Investment Committee decisions.

Typical activities and responsibilities will include:

• Conduct portfolio reviews with clients looking for strategic and tactical opportunities in all asset classes and prepare recommendations of appropriate investment products based on client's risk profile.
• Focus on market trends/opportunities and maintain communication with internal and external client and providers.
• Develop, close sales and monitor complex investment products.
• Proactively participate in the investment idea generation process while interacting with other members of the investment team.
• Establish a close working relationship with internal clients (Bankers).
• Adhere to internal and external policies, procedures, processes ...