Multi-Asset Investment Advisor FR / ENG 100% (m / f)

Description

Multi-Asset Investment Advisory & Portfolio Management
- International Private Bank

Our client is an international private bank well established in Switzerland and other international financial places.

Joining the Advisory & Portfolio Management department;
Supporting Senior Advisors and Private Bankers in the day-to-day management of client relationships and advisory activities;
Coordination and tracking of investment orders and execution processes;
Assistance with preparing investment proposals, portfolio reviews, and client presentations;
Monitoring of portfolios, asset allocation, investment performance, and cash management activities;
Ensuring accurate tracking of transactions, documentation, and internal processes;
Participation in staffing the advisory desk, including planned market and customer monitoring;
Conducting market research on various asset classes and investment themes;
Assistance with investment selection and analysis;
Providing ideas and recommendations for potential investment opportunities;
Monitoring of financial markets, macroeconomic developments, and investment trends;
Maintenance and updating of the advisory portfolio universe, watchlists, and reporting tools;
Assisting with the preparation of investment publications, market commentary, and marketing materials;
Support in the development of internal investment presentations and client communication materials;
Reporting to the clients and the Management;
Participation to the day-to-day in the office.

Graduated in Finance, Economy or Management;
3-5 years of experience in a similar advisory role in wealth management, private banking, investment advisory in Switzerland;
Very good level on multi-asset classes for direct and indirect investments;
Good commands in MS Office, banking softwares and IA tools;
Very good language skills in French and in English;
Client orientation and sense of advisory;
Rigorous, organised, dynamic and professional;
Sense of confidentiality.

Our client offers a 100% permanent within an international, dynamic and human-sized working environment.

Quote job ref

JN-072026-7060265

Job Function

Banking & Financial Services

Specialisation

Portfolio / Fund / Asset Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-072026-7060265

Job Nature

Home Office