Inclusion and diversity are very important to our success. By fully integrating our diverse experiences, backgrounds and insights we can foster innovation, challenge the status quo and create better outcomes for our staff and investors.
Team and Culture Our team is passionate about what they do and so they focus on excelling in everything they undertake. They are committed to achieving the highest level of investor satisfaction and to introducing new and innovative approaches to their work. They challenge themselves and others and insist on adhering to the highest ethical standards.
Equal Opportunity Employment The Firm is an equal opportunity employer and makes employment decisions solely on the basis of merit. The firm’s policy prohibits unlawful discrimination based on race, color, ethnicity, gender, religion, marital or family status, age, national origin or ancestry, medical condition, genetic information, sexual orientation, gender identity, political views, citizenship status, military or veteran status or any other consideration made unlawful by applicable Swiss laws. All employment decisions are made in accordance with applicable Swiss laws. All firm employees, regardless of position, are expected to uphold and respect the firm’s policy of non‑discrimination.
Administrative Support – Relationship Management Responsibilities
Assisting Relationship Managers with day‑to‑day work, including monitoring of deposits, loans and bonds, cash management, corporate actions and buy and sell recommendations
Handling client queries independently
Creating KYC files and managing the account opening and closing process
Managing the Relationship Manager’s agenda
Preparing client visits
Performing other administrative tasks and ad‑hoc requests
Supporting the team with compliance or client‑related projects as required
Requirements
Commercial, economics or legal studies
Fluent in English (other languages an asset)
Strong customer service ethic
IT literate; solid knowledge of Microsoft Office tools
Job located in Geneva
Relationship Managers for MENA, LATAM, and Eastern Europe Responsibilities
Active development of the book by bringing new high net worth clients from MENA, LATAM, or Eastern Europe
Providing high quality investment options for clients, working closely with team members and specialists from other areas
Developing and maintaining trustworthy client partnerships with a main focus on strategic advice
Defining advisory processes and agreements that best meet clients’ needs, in cooperation with the Investment Advisor
Ensuring availability of all relevant information and documentation, including KYC of all clients and prospects, to meet regulatory requirements
Requirements
Several years of experience in wealth management with proven track record in client management and business development in Middle Eastern markets, Latin America, and Eastern Europe
Existing network in the targeted markets capable of generating prospects and clients quickly
Comprehensive knowledge in financial products and services, particularly in Wealth Management as well as Investment Banking and Asset Management
University degree in business, finance or economics
Fluent in English; French is an asset
Job locations: Geneva, Dubai, and Doha
Investment Advisor – Investment Officer Responsibilities
Presenting investment strategy to commercial teams, clients and prospects
Designing pitch notes, talking points and market commentary across all products
Advising clients on their investment portfolio allocation, setting investment strategy, conducting account reviews and pitching additional investment opportunities
Generating new investment ideas, analysing and researching data and presenting to commercial teams
Planning, coordinating and participating in live webinars and market update videos
Proactively following market news, reading analyst comments and projections to understand impact on clients’ portfolios
Participating in meetings with external product vendors to decide on new product launches
Meeting asset managers and investment structurers to decide on new product launches
Requirements
University degree in business, finance or economics
Several years of experience as an Investment Advisor in a leading financial institution
Excellent understanding of financial markets and ideally some experience in one or more of the following: asset allocation, portfolio consultation or advisory, investment strategy design, portfolio management
Fluent in English
Job locations: Geneva, Dubai, and Doha
#J-18808-Ljbffr
Team and Culture Our team is passionate about what they do and so they focus on excelling in everything they undertake. They are committed to achieving the highest level of investor satisfaction and to introducing new and innovative approaches to their work. They challenge themselves and others and insist on adhering to the highest ethical standards.
Equal Opportunity Employment The Firm is an equal opportunity employer and makes employment decisions solely on the basis of merit. The firm’s policy prohibits unlawful discrimination based on race, color, ethnicity, gender, religion, marital or family status, age, national origin or ancestry, medical condition, genetic information, sexual orientation, gender identity, political views, citizenship status, military or veteran status or any other consideration made unlawful by applicable Swiss laws. All employment decisions are made in accordance with applicable Swiss laws. All firm employees, regardless of position, are expected to uphold and respect the firm’s policy of non‑discrimination.
Administrative Support – Relationship Management Responsibilities
Assisting Relationship Managers with day‑to‑day work, including monitoring of deposits, loans and bonds, cash management, corporate actions and buy and sell recommendations
Handling client queries independently
Creating KYC files and managing the account opening and closing process
Managing the Relationship Manager’s agenda
Preparing client visits
Performing other administrative tasks and ad‑hoc requests
Supporting the team with compliance or client‑related projects as required
Requirements
Commercial, economics or legal studies
Fluent in English (other languages an asset)
Strong customer service ethic
IT literate; solid knowledge of Microsoft Office tools
Job located in Geneva
Relationship Managers for MENA, LATAM, and Eastern Europe Responsibilities
Active development of the book by bringing new high net worth clients from MENA, LATAM, or Eastern Europe
Providing high quality investment options for clients, working closely with team members and specialists from other areas
Developing and maintaining trustworthy client partnerships with a main focus on strategic advice
Defining advisory processes and agreements that best meet clients’ needs, in cooperation with the Investment Advisor
Ensuring availability of all relevant information and documentation, including KYC of all clients and prospects, to meet regulatory requirements
Requirements
Several years of experience in wealth management with proven track record in client management and business development in Middle Eastern markets, Latin America, and Eastern Europe
Existing network in the targeted markets capable of generating prospects and clients quickly
Comprehensive knowledge in financial products and services, particularly in Wealth Management as well as Investment Banking and Asset Management
University degree in business, finance or economics
Fluent in English; French is an asset
Job locations: Geneva, Dubai, and Doha
Investment Advisor – Investment Officer Responsibilities
Presenting investment strategy to commercial teams, clients and prospects
Designing pitch notes, talking points and market commentary across all products
Advising clients on their investment portfolio allocation, setting investment strategy, conducting account reviews and pitching additional investment opportunities
Generating new investment ideas, analysing and researching data and presenting to commercial teams
Planning, coordinating and participating in live webinars and market update videos
Proactively following market news, reading analyst comments and projections to understand impact on clients’ portfolios
Participating in meetings with external product vendors to decide on new product launches
Meeting asset managers and investment structurers to decide on new product launches
Requirements
University degree in business, finance or economics
Several years of experience as an Investment Advisor in a leading financial institution
Excellent understanding of financial markets and ideally some experience in one or more of the following: asset allocation, portfolio consultation or advisory, investment strategy design, portfolio management
Fluent in English
Job locations: Geneva, Dubai, and Doha
#J-18808-Ljbffr
Assistant Relationship Manager Arbeitgeber: AMP Partners S.A.
Unser Unternehmen in Genf bietet eine dynamische und inklusive Arbeitsumgebung, die Vielfalt und Innovation fördert. Wir legen großen Wert auf die berufliche Weiterentwicklung unserer Mitarbeiter und bieten zahlreiche Möglichkeiten zur Weiterbildung und Karriereförderung. Mit einem engagierten Team, das sich für höchste Kundenzufriedenheit einsetzt, sind wir bestrebt, ethische Standards einzuhalten und ein positives Arbeitsklima zu schaffen.
