Senior Investment Advisor - Full time

A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all underpinned by our Rethink Everything philosophy. Our colleagues are the foundation of our success. We employ people at different life stages, from graduates to executive level leaders. The one thing they all have in common is that they seek to challenge the status quo, are imaginative and have the ability to offer a fresh perspective.With more than 200 professionals, our Investment Solutions department is responsible for providing sophisticated and customized investment proposals to our private clients and within this context we are looking for a Senior Investment Advisor to be based inBrussels:Mission:The responsibilities of the Senior Investment Advisor consist of activities associated with client portfolio management and general administrative tasks.1. Key ResponsibilitiesPortfolio ConstructionManage the advisory portfolios of local based clients. Represent and articulate the views and initiatives of the Group’s global investment teams, including tactical positions, trading ideas and key messages to clients.Portfolio ImplementationWork closely with bankers to ensure that products and strategies are being implemented in portfolios that are for advisory clients.Work closely with the open architecture fund research team to select the most appropriate external managers in line with the house strategy.Build interaction between product teams across the Group to strengthen relationships with the client base and provide internal education on products to bankers.Develop investment ideas and proposalsPortfolio MonitoringOversee client portfolios to ensure that clients and bankers are aware of portfolio developments.Recommend appropriate satellite investments to bankers for clients.Client Support / RelationshipProduce client review packs.Support private bankers in pitching for business.Attend client meetings in support of the Private Bankers in order to develop more detailed understanding of the client’s needs.Attend regular meetings or conference calls with other members of the Private Banking team as requested and as appropriate to review market strategy and exchange ideas any other pertinent information. dealt with appropriately.2. Management and ReportingReporting to the local head of Portfolio ManagerDelegate suitable tasks and responsibilities to Investment Analyst regarding the management of advisory portfolios.3. Counterparties and clientsKey Internal Contacts: Private bankers, Portfolio Managers and Head of Portfolio Managers, Middle office, Compliance, Chief Operating Officer, GVA Product Team,Key External Contacts: Private Clients, Family Offices, Portfolio Managers, Sales4. Functional ResponsibilitiesRespect the investment directives and the implementation of the management mandateTake in charge the supervision and management of the investment conditions and obligationsEnsure supervision and follow-up of the client profiles and adhere to understand risks to the Company and the client.Participate in the drawing up of procedures as and when requested.5. Systems UsedInternal: Microsoft office, G2External: Bloomberg, Market Data SystemsSkills and knowledge requirementsQualifications /education required :Business School Master or University degree in Commercial Sciences, Business Economics, ‘Applied) Economic sciences, CFA (or equivalent certification) is an assetMinimum A level or relevant experienceExperience required :Extensive experience as Private Banking and / or Asset Management.Minimum 10 years of experience in portfolio management, Financial Analyst, Credit Analyst or Strategist.Competencies / soft skills :Cross Assets view and good analytical skillsHigh sense of communication (consistent & simple)Flexible to be able to work on various different pitches / Proposals / review across different client groupsEffective Team playerStress resistantCompetencies / technical skills:Solid knowledge of financial markets in general, fiscally efficient portfolio managementStrong analytical capacitySolid portofolio construction skills and understanding of asset allocationStrong knowledge of Office products (Excel, Word, …) and information programs (Bloomberg, Reuters Knowledge, etc.…).Good macro/strategy skills and understanding of product / market / credit risks pertaining to clientsAbility to identify business opportunities relevant to the clientLanguage skills : Fluent in Dutch and English and a good knowledge of French.If you recognise yourself in this description, then please do apply. We look forward to hearing from you.

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