INVESTMENT CONSULTANT

Descrizione del lavoro:

Your Mission

As an Investment Consultant, you are the go-to investment expert for Relationship Managers.

You:
* Deliver high-quality, risk-controlled, compliant advice aligned with our house views.
* Boost business by pushing our cross-asset offering (liquid markets, private equity, real estate) across indirect advisory mandates.
* You like markets, you like clients, and you like to close.

What You Will Do
* Provide proactive, multi-asset advice (bonds, equities, funds, private assets, alternatives, structured products) to a pool of Relationship Managers.
* Build sharp investment proposals fully aligned with client profiles and our strategic & tactical allocation.
* Support Relationship Managers every day on portfolios, product selection and market views; join client/prospect meetings and defend your ideas.
* Promote key products (EdR Asset Management, EdR Private Equity, EdR REIM, structured products) and run targeted campaigns with product specialists.
* Spot and convert cross-selling opportunities into both Discretionary and Advisory exclusive mandates.
* Produce clear, compliant written advice (emails, proposals), respecting cross-border rules.
* Keep your edge: follow markets, regulations and pursue certifications (CFA, CAIA, CWMA).

What You Bring
* 7-10 years in banking / wealth / asset management, in investment advisory or product roles.
* Master in finance (or similar); CFA or CAIA (completed or in progress) is a strong plus and will be a key differentiator.
* Solid multi-asset expertise and the ability to turn views into trades.
* Fluent English & French; other language is a plus.
* High drive, strong client impact, excellent presentation skills, and a real team spirit.

Why Join Us?
* Be at the heart of the investment engine of Edmond de Rothschild, working closely with Relationship Managers, portfolio managers and product specialists.
* Contribute to high-conviction investment solutions across both liquid markets and private assets.
* Grow in an environment that values expertise, initiative and long-term relationships