Job Description Our client is a prestigious private bank based in the Principality of Monaco. Within its Investment Department, it is looking to hire an Investment Advisor with a strong command of Italian, as part of a replacement, in order to meet the needs of its international clientele. The Investment Advisor will play a key role in delivering tailor-made investment advice to clients and in the execution of the resulting investment decisions. Your Role and Contributions Provide proactive, tailor-made advice: advise clients who have granted advisory mandates to the bank, across the available asset classes and financial instruments, in line with their risk profiles and investment objectives Design tailor-made investment solutions: build personalised solutions, in advisory or discretionary portfolio management, adapted to each client’s situation Execute transactions: place and follow up orders with the relevant counterparties, ensuring best execution and accurate settlement of the agreed decisions Support client relationships: act as the investment expert during client meetings, in close collaboration with Private Bankers, to strengthen client relationships and support business development Monitor portfolios and risk: contribute to the ongoing improvement of portfolio risk management tools and processes, as well as performance analysis Develop the business: assist in identifying and developing new investment opportunities within the existing client base Requirements Your Profile 2 to 5 years of experience in a similar role within a private banking or wealth management environment Fluent Italian (mandatory) and Englsh (French is an advantage) Good knowledge of asset classes and financial instruments, with hands-on experience of order execution Solid understanding of risk management, particularly regarding investor protection Master’s degree (or equivalent), preferably with a specialisation in capital markets or finance Strong client relationship skills and the ability to propose and sell investment solutions Rigorous, discreet and a strong team player, able to simplify complex financial concepts for clients Benefits Benefits An opportunity to join a prestigious private bank in the Principality, within a stimulating and collaborative working environment A competitive compensation package and a workplace that values expertise, dedication and teamwork
Beyond Potentials is a recruitment and HR consulting firm in Geneva & Monaco, that helps organizations and talent come together around shared values, vision, and ambitions.
We are specialized in banking and financial services, offering deep expertise to identify and attract the right talent.
Our Executive Search capabilities cover all levels, from junior to senior, and span all functions, from back office to front office, ensuring the perfect fit for both skills and cultural alignment.
Because we believe in Human Energy more than Human Resources, we are here to help organisations developing their people so they can maximise potential in an economy of connectivity, agility and creativity.
Our fields of expertise as recruiters :
- Banking &Financial Services
- Human Resources
- Finance and Audit
Our training skills :
- Business Development and Sales
- Interview coaching
- Communication and interpersonal skills
- Executive coaching
