Investment Advisor

Description

You will play a key role in the client relationship
- You will be part of a human-sized team

Our client is a private bank.

Review client portfolios for suitability, performance, and alignment with objectives
Develop tailored investment proposals based on market trends and client needs;
Select instruments across asset classes, including traditional and alternative investments;
Support discretionary mandate promotion to drive AUM growth and retention;
Collaborate with Relationship Managers and internal teams (e.g., Product, Compliance);
Contribute to innovative product structuring (e.g., structured products, thematic ideas);
Join client meetings to provide technical input and market insights;
Prepare reports and materials to support commercial efforts;
Maintain up-to-date knowledge of markets, regulations, and investment strategies.

Master degree in Finance, Economics or related field;
Fluent French and English;
At least 7 to 10 years of experience in investment advisory, asset management, or wealth management;
In-depth knowledge of financial markets and investment instruments;
Strong analytical, communication, and interpersonal skills;
Client-oriented mindset with a focus on value creation.

You will play a key role in managing clients relationships and be active both on the investment advisory side as well as the farming of the accounts.

Quote job ref

JN-062025-6767096

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-062025-6767096