Senior Investment Advisor

Our client is a well-established private bank with a human-sized team and a collaborative culture. They are currently seeking a Senior Investment Advisor to support their growing Geneva office.

Senior Investment Advisor

A private bank.

Description

As a Senior Investment Advisor, you will:

• Supervise and support two Investment Advisors in their daily activities;

• Ensure the consistent promotion of the bank's investment solutions and advisory offering;

• Push the adoption of products and strategies aligned with the bank's investment views;

• Monitor client portfolios for suitability, performance, and alignment with stated objectives;

• Collaborate closely with Relationship Managers to provide tailored investment proposals;

• Support the development and promotion of discretionary mandates (DPM);

• Participate in client meetings to provide investment insight and technical expertise;

• Liaise with internal teams (Product Management, DPM, Compliance, etc.);

• Stay informed on market developments, regulations, and product innovations;

• Help prepare marketing and reporting material in line with client and internal needs.

Profile

• Master's degree in Finance, Economics or a related field;

• At least 10-15 years of experience in investment advisory, asset management, or private banking;

• Strong understanding of both advisory and discretionary portfolio management (DPM);

• Demonstrated leadership and mentoring capabilities;

• Excellent communication and interpersonal skills;

• Client-centric with a proven ability to generate value and deepen client relationships;

• Fluency in French and English is mandatory. Additional languages are a plus;

• CAIA or CFA certification is considered a strong asset.

Job Offer

• A key role within a reputable private bank;

• An opportunity to lead and mentor a small team while remaining hands-on with clients;

• No strategic responsibility-investment direction is set by the group-allowing you to focus on execution, implementation, and advisory impact.

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