Investment Councellor

  • Reference: JC-2983

  • Investment Advisory


  • Location

    Geneva - Switzerland

  • Workinghours


  • Date of publication

  • Deadline of publication

Apply for position
Share this opportunity

Job description

The Investment Counsellor Team are responsible for the positioning and delivery of investment solutions to clients and Client Relationship Officers offering appropriate investment solutions to clients and enhancing client relationships and profitability.

Main responsibilities

  • Responsibilities include but will not be limited to: Working directly with clients and partnering with Client Relationship Officers, being accountable for assessing investment needs based on risk profile, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio.
  • Create investment proposals appropriate to each client with appropriate products and services, adjusting portfolios to client’s risk appetite, needs and market conditions.
  • Be proactive and in regular contact with clients and Client Relationship Officers to inform them of the markets and portfolio evolution as well as Bank’s investment ideas and opportunities.
  • Provide input and support for the development of new business initiatives and product enhancement.
  • Promote discretionary mandates to increase penetration.
  • Contribute to the increase of client share of wallet
  • Comply with all internal and external regulations and procedures
  • Participate and provide input to any Bank’s initiatives if needed

Skills and experience

  • Proven track record in investment advisory; experience in portfolio management, brokerage or institutional sales useful
  • Extensive knowledge of private banking business (onshore and offshore), and competitive and regulatory environment
  • Client-focused, with strong sales, analytic, technical, teamwork and relationship building skills
  • Strong negotiation, complex problem resolution, communication and presentation (written and oral) skills
  • Maintain and build networks, collaborate across teams
  • Sound judgement, keen sense of urgency, and high level of professional and personal integrity
  • CFA would be a strong plus
  • Fluent in English and French.

Our company

EFG Bank is the Swiss private banking subsidiary of EFG International. Headquartered in Zurich, it has an international network spanning Europe, Asia Pacific and Latin America, and manages assets for private clients all over the world. The bank’s services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. EFG Bank offers a stimulating and dynamic work environment.

Advance your career

Should you wish to apply for this position, please apply over the following link:

Apply for position

We will only respond to applications with a matching profile.