[ref. e11500222] Investment Advisor
Genève
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.
- 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.
Banque Pictet & Cie SAGenf
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