Investment Solution Advisor

• Geneva, CH; Zurich, CH
• Full-time
• Unlimited

Your Role

As Investment Solution Advisor you partner with Client Relationship Managers (CRMs) across a defined location to sharpen and improve client portfolios. You analyse books, identify concrete opportunities, build institutional-quality proposals, and drive their implementation together with the front office.

Your Responsibilities

• Analyse multi-asset portfolios to drive optimization through strategic mandate and fund switches, alternative investment integration, and enhanced risk-adjusted diversification
• Translate the CIO and Research view into portfolio-specific recommendations and build tailored Strategic Portfolio Solutions (SPS) proposals for our clients
• Run structured conversion initiatives across discretionary mandates, mutual funds and private markets, in close collaboration with the front office.
• Combine your own strategic initiative to build your opportunity pipeline with the team-s overall strategic approach
• Build and maintain a strong CRM network, strengthening trust in our in-house solutions, and incorporating customer feedback into our offerings

Your Profile

• At least 6 years of professional experience in private banking, wealth or asset management, in a role as an investment specialist, advisor, portfolio management or investment consultant
• University degree in finance, economics or a related field. CFA, CMT or CAIA certification is a plus
• Strong portfolio analysis skills across different asset classes (SAA/TAA construction); ability to identify gaps in the portfolio and propose measures for improvement
• Sound knowledge of private markets, alternative investments and discretionary mandate solutions
• Proficiency in using portfolio analysis tools. Knowledge of Bloomberg and advanced Excel skills are required. Knowledge of Edgelab or a comparable portfolio construction tool is a strong advantage
• Charismatic personality wit excellent interpersonal, communication and presentation skills, combined with a hands-on approach
• Fluent in English; fluent in German or French, depending on the location

Your Benefits

• Entrepreneurial spirit in a family owned bank
• Central city office locations across Switzerland
• Above average insurance coverage fully borne by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive offering