[ref. e11500222] Investment Advisor

placeGenève calendar_month 
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.
You will play a key role in the client relationshipYou will be part of a human-sized team
  • 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.

Our client is a private bank.

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.

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