JOB OFFER - INVESTMENT ADVISOR MARKETING W/M

The company

Who we are ?

We are CMB Monaco, a leading international private bank based in Monaco since 1976, part of the Mediobanca Group.

We help high-net-worth individuals (HNWI) and their families to manage, preserve and strengthen their wealth, by adopting sophisticated financial strategies organised around their requirements and ambitions.

We bring them our know-how to seize the opportunities of an open world, without losing sight of a clear objective: to push them ahead.

Our philosophy is to offer not only a private banking service but, most importantly, a redesigned investment and wealth management experience: the most discreet, effective, and advanced that a customer has ever seen.

Why work with us ?

Our firm’s culture is rooted in our core values:
PACE; Passion, Agility, Care, Excellence.

We like to move at a fast pace: constantly striving to innovate, to find more efficient ways of doing our work, and to move from a conservative to a dynamic approach.

You don’t need to join the biggest bank to live big.

At CMB Monaco, you will join diverse and inclusive teams that support each other and empower you to reach your full potential

Post description

We are looking for an Investment Advisor Marketing on a permanent contract. 

Profile required

We are looking for a candidate with the following qualifications

• 5 years of higher education / Business school with specialisation: Banking/Finance + Professional certifications: AMF, AMAF, CFA, CAIA and/or CFP
• Experience: Minimum 3 to 5 years of experience in a similar position
• Fluent English required
• In-depth knowledge of financial and investment analysis and financial asset management techniques 
• Excellent knowledge of Microsoft Office (especially PowerPoint and Excel)
• Good knowledge and understanding of communication strategies
• Good knowledge of banking activities and services
• Analytical ability and ability to see the big picture (“know-how plus communication skills”
• Proficiency in a variety of document drafting and presentation techniques (journalistic style, web writing, brochures, etc.)
• Ability to make a recommendation in connection with an investor profile

The main missions will be the following:

• Responsible for marketing and sales development and promoting and monitoring the bank’s investment services
• Participate in the design of quality marketing materials for all investment products and services and ensure that they are updated
• Select appropriate materials and content based on the messages that are meant to be conveyed, while ensuring their consistency with the bank’s image and strategy
• Participate in marketing activities with the ICS team (client meetings, internal and external conferences, training, intranet, social networks and other communication channels, etc.)
• Have good knowledge of private banking, cross-asset products and solutions (single-line equities, fixed income, funds, structured products, derivatives, private market) and be able to present all the bank’s solutions (discretionary management, advisory mandate, trading floor access, life insurance, etc.) based on the client’s profile
• Design portfolio reviews and make tailored investment proposals for private clients
• Be able to give advice while taking into account product-related risks and suitability principles, among other things
• Be able to interact with the Group’s different entities and with internal and external partners (e.g. asset management) so as to best promote the various solutions and options among our clients
• Provide document monitoring related to communication campaigns and industry and competition trends
• Participate in the department’s projects

To succeed in his/her mission, the candidate will have to demonstrate the following skills:

• Interpersonal and writing skills
• Creativity and originality
• Represent the bank and convey its values
• Take initiative, welcome challenges and propose ideas
• Responsiveness and adherence to deadlines
• Compliance with professional ethics and rules of confidentiality
• Organisation and diligence
• Adaptability
• Service orientation and adherence to deadlines
• Be a team player

Conditions of employment

• Status: Executive
• Permanent Contract

Required languages

• English - Level Bilingual
• Italian - Level Intermediate

Réf: 6887ee5c-d91a-4172-ae35-85c596f96621