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Investment Proposals & Client Reporting Specialist bei Mirabaud & Cie SA

Mirabaud & Cie SA · Geneva, Schweiz · Onsite

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Company Description:

Joining Mirabaud, means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network of 15 offices.

Job Description:

Manage client reports across all entities of the Group with respect to Mirabaud guidelines and standards, in a timely manner and given deadlines :

  • Establish and structure investment proposals for prospects and existing clients of the Group
  • Provide portfolio overviews on a monthly, quarterly, yearly basis or on demand
  • Develop highly customized reports for marketing purposes and client meetings
  • Produce consolidated reports with data obtained from different sources such as banks, family offices or other providers
  • Brief and debrief with Relationship Managers related to client meetings

Ensure consistency of data, respect of legal and marketing guidelines :

  • Conduct appropriate controls and reporting processes to reduce risks and error rates
  • Interaction in a regular basis with the experts in the different departments of the bank
  • Update and organization of the library of documents produced
  • Participate in the implementation, development and testing of the new client reports
Qualifications:
  • Master’s Degree;
  • 5-10 years' experience within a bank in Switzerland, in a similar function;
  • Very good understanding of financial instruments;
  • Strong interest in financial markets;
  • Excellent analytical skills, accuracy, attention to details and well organised;
  • Excellent time management, able to perform well under pressure;
  • Strong team spirit;
  • Excellent communication and interpersonal skills;
  • Fluent in English (both spoken and written), good command of French, any other language (Portuguese, Spanish German) is an asset.
Additional Information:

Step into the action!

  • Family-friendly and dynamic environment;
  • Direct impact on the business, no matter your position or seniority;
  • Work in an environment that encourages autonomy and entrepreneurship;
  • Flexible working arrangements to help you achieve a better work-life balance;
  • Variety of cultural and sporting activities during your free time;
  • Inclusion and equal treatment;
  • Various employee benefits & family friendly benefits.
Jetzt bewerben

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