Investment Advisor

Investment Advisor
Investment Advisor
Description de l'entreprise
Client:
Our client is a Geneva-based, FINMA-regulated boutique investment firm delivering tailored solutions across public markets, alternatives, and private markets. With a small, agile team, the firm offers a highly collaborative and entrepreneurial environment, providing professionals with direct exposure to decision-making and client outcomes. Unlike some traditional private banking structures, the platform enables full access to a broad, open-architecture investment universe, allowing advisors to deliver truly bespoke, institutional-quality solutions to private clients. This is an ideal setting for individuals looking to step away from product-driven or sales-heavy models and focus on high-conviction investment advice and long-term client relationships.
Description du poste
Position:
Working closely with the Chief Investment Officer, you will join as an Investment Advisor at an intermediate level, suited to candidates with sufficient experience to operate independently while still looking to grow within a high-performing environment. The role focuses on advising high- and ultra-high-net-worth clients on multi-asset portfolios, primarily implemented through funds and structured solutions rather than direct single-security selection. You will play a key role in managing client relationships, delivering tailored investment strategies, and contributing to the firm's continued growth. The role spans public and private markets as well as alternatives, requiring a genuinely cross-asset mindset and comfort operating as a generalist.
Key Responsibilities:
Advise HNWI and UHNWI clients on diversified, multi-asset portfolios, with a strong focus on alternatives and private markets
Manage and monitor portfolios, proactively identifying opportunities and implementing changes
Generate cross-asset, macro-driven investment ideas and translate them into actionable client solutions
Prepare and deliver portfolio reviews, performance analysis, and clear market insights
Collaborate closely with internal specialists to translate complex strategies into client-focused outcomes
Support a small, agile team and contribute to the growth of the boutique firm.
Profil recherché
Profile:
University degree in Finance, Economics, or a related field; CFA, CAIA, AZEK or similar certification preferred
Around 8-10 years' experience in investment advisory within Swiss private banking or a boutique investment firm
Strong multi-asset expertise across public and private markets, including alternatives, with a solid macro perspective
Experience managing fund-based portfolios, with a proactive approach to portfolio construction and rebalancing
Comfortable owning client relationships and engaging HNWI/UHNWI clients with clear, confident communication
Entrepreneurial mindset, motivated by a more advisory-focused, less sales-driven environment
Detail-oriented, proactive, and able to take on responsibility quickly in a lean team
Strong interpersonal skills, commercial acumen, and a results-oriented approach
Confident yet humble, with a collaborative style
Experience with Addepar is an advantage but not essential
Fluent in English; good command of French
Available for a full-time, permanent position (no home office)
Valid Swiss work permit (cross-border accepted) jidfc96280jm jit0519jm jiy26jm