Junior Investment & Portfolio Advisor
[Pages:2]
Shaping wealth for generations
For over 200 years, Rothschild's freedom to offer objective advice and our commitment to personal service have combined to shape and grow our private clients' wealth, building value for generations. Our dynamic growth and ambitious targets in relation to quality, innovation and reliability have created a need for the following position:
Junior Investment & Portfolio Advisor
Line Manager Work rate
Target of the role
Main tasks
Head of Investment & Portfolio Advisory
100%
To strengthen the central Investment & Advisory Team
Supporting the Investment Advisory and Client Advisors in all aspects related to day to day investment advisory
Maintaining databases and improve infrastructure Responsible to support the team with production of portfolio reviews,
investment proposals, portfolio & investment monitoring and automated email communications Collation and maintenance of Advisory performance and investment databases. This includes to aggregate client performance, production of portfolio reviews, investment proposals, portfolio & investment monitoring, automated email communications, etc. Preparation of (marketing) materials associated with ad-hoc presentations, such as new client pitches and review presentations to existing clients Maintenance of all standard investment documentation, such as investment mandates and investment guidelines Development marketing material (brochures, presentations, pitch books, etc.) Preparation of regular ad-hoc management reports on investment performance and investment compliance Liaise with relevant departments to review and monitor all standard investment documentation, such as investment mandates and investment guidelines General project work within Investment & Portfolio Advisory
Education/Skills
University degree in Finance or Business Administration Further related education (CFA, CEFA, FRM, PhD) is an advantage Affinity for financial markets, investments and trading Experience in either portfolio management, investment advisory or
research is desired Good understanding across asset classes and financial instruments
Experience, qualifications and other requirements specific to the role
Fully computer literate (MS Office) Strong knowhow in VBA Fluent in English and German. Any other languages are an asset
Additional skills & Competencies
Team-player, ethical attitude High quality standards with business drive and a "can do" attitude Capable of working under pressure and efficiently prioritizing tasks Outgoing personality with excellent communication skills
If you are curious to learn more about us and have valuable experiences, then please send your CV with supporting documents and cover letter to Lucie Hinnen, Human Resources (E-mail: lucie.hinnen@).
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- junior wealth manager job description cfa institute
- produced by adviser compensation staffing study 2019 adviser pershing
- registered investment advisor authorization form fidelity investments
- sec publishes final interpretation of investment adviser standard of
- junior investment portfolio advisor
- junior investment manager we are fount
- junior financial advisor imgix
- crafting job descriptions associate advisor tda institutional
- determining compensation associate advisor tda institutional
- investment analyst cv template
Related searches
- best investment portfolio for retirees
- investment portfolio in retirement
- model investment portfolio examples
- junior wealth management advisor salary
- safe investment portfolio for 2018
- free investment portfolio software
- best investment portfolio management software
- investment portfolio examples
- investment portfolio software
- investment portfolio management system
- best investment portfolio 2018
- investment portfolio for retirement income