Investment Manager for Swiss Domestic and European International Markets
This position will be based in Lugano.
YOUR WORK DAY
- Provide investment advice to select clients of BNP Paribas Switzerland / Wealth Management under advisory agreements, focusing primarily on clients residing in Switzerland or Italy. Communication with clients will be conducted in English, Italian, or German, with proficiency in French and Swiss German considered advantageous
- Maintain comprehensive knowledge of the Bank's investment strategies, product suitability, and adherence to values, processes, and procedures, particularly those related to advisory clients and investment products. Regularly update his / her expertise in these areas
- Develop deep familiarity with clients within his / her client portfolio, including understanding their investment goals, constraints, personal investment rules, and risk tolerance, along with their investment portfolios encompassing financial instruments, risks, and opportunities
- Engage with clients regularly to analyze their investment portfolios, provide support and explanations, and proactively offer investment ideas in alignment with the Bank's recommendations and portfolio characteristics, including suitability and risk considerations. Conduct portfolio reviews regularly. Solicit client feedback
- Execute client-directed investment orders promptly, resolving any market-related trade issues efficiently
- Assist Relationship Managers (RMs) in acquiring new clients by offering capital market expertise and investment proposals
- Actively promote investment-related services to eligible advisory clients, including discretionary portfolio mandates, sustainable advisory options, Lombard credit offerings, and digital advisory tools, as applicable
- Operate both autonomously and collaboratively with colleagues and the Bank's departments, such as RMs, other Investment Managers (IMs), product specialists, and support functions, to ensure client satisfaction with advisory services. Focus on client engagement intensity and portfolio performance while meeting objectives (KPIs), emphasizing revenue generation, client book growth, and alignment with the Bank's processes and values
YOUR TEAM
- The Investment Manager is part of a team of over 10 investment professionals who manage advisory agreements across BNP Paribas sites and markets. The role involves close collaboration with other Investment Managers and front teams. The IM team belongs to the larger Investment Services department, which includes discretionary portfolio managers, product specialists, and wealth planners, notably. IMs benefit from the extensive network of authorized products and services managed by product specialists within the same department
YOUR SKILLS & PROFIL
- An Investment Manager bridges the gap between financial markets/investment products and Wealth Management clients/front teams. Potential career paths include roles as a product specialist or relationship manager, or similar positions within other business lines of the Bank
- Experience Level: Minimum of 10 years
Business Fields:
- Commercial Development & Customer Relationships
- Financial Markets
- Wealth Advisory
Expertise and Skills:
- Business Skills:
- Advisory: Proficient
- Wealth Management Clients: Expert
- Alternative/non-financial Investments: Proficient
- Execution: Proficient
- Selling Techniques: Expert
- Forex: Proficient
- Financial Management & Asset Allocation: Expert
- Equities: Proficient
Transversal Skills:
- Analytical Ability: Expert
- Networking Development & Leverage: Proficient
- Performance Indicator Setup: Proficient
- Negotiation: Expert
Behavioral Skills:
- Personal Impact/Influence: Proficient
- Collaboration/Teamwork: Expert
- Resilience: Expert
- Results Driven: Expert
Languages:
- Italian: Fluent required
- English: Fluent required
- German: Fluent (advantageous)
- French: Fluent (advantageous)
- any other language like Spanish or Portuguese is advantageous
Tools/Technologies/Methodologies:
- Financial Information (Reuters): Proficient
- MS Office Pack (Excel): Proficient
WHY JOIN US?
BNP Paribas in Switzerland is a bank of reference active in Geneva, Zurich and Lugano. It is a major European partner for companies, as well as institutional and private clients. Joining BNP Paribas will give you the opportunity to take part in an authentic company project, in which innovation and career management act as driving forces to help talents emerge, express themselves fully and open up to career opportunities on an international level, by integrating a group that stands as a leader within the Eurozone. Please visit us at BNP Paribas Suisse.
In a changing world, diversity, equity and inclusion are key values for the well-being and the good performance of teams. At BNP Paribas, we wish to welcome and retain all talents, without any distinction: together we will build the finance of tomorrow, innovative, responsible and sustainable.
Finally, we insist on the particular importance of having our employees act daily in a spirit of ethical and professional responsibility.
NB: all terminologies apply in both the feminine and the masculine.
