Investment Advisor - Geneva
vor 2 Tagen
Jobbeschreibung
Client:
Our client is a leading, global bank, recognized for the strength of its business model, quality governance, and premium positioning in wealth management.
With a human-scale Geneva private banking office, our client stands out for its high standards, entrepreneurial culture, close client relationships, and a work environment that values expertise, commitment, and collaboration.
Role & Responsibilities:
On a temporary basis, to start asap, our client is seeking an intermediate-level Investment Advisor/Portfolio Manager with strong knowledge of Avaloq and cross-assets .Develop and provide investment recommendations, as well as portfolio and performance analyses, in compliance with regulatory and tax frameworks.
Generate and structure multi-asset investment ideas in close coordination with internal specialist teams.
Design and present thematic investment solutions for wealth management advisors.
Candidate Profile:
University degree in finance, economics, or a related field (HEC or equivalent) and/or recognized certification (CFA, AZEK).
Around 4-8 years of proven experience in a similar role within a Swiss financial institution.
Direct exposure to managing HNWI/UHNWI private clients.
Strong expertise in financial markets and ability to lead high-level investment discussions.
Excellent interpersonal skills, strong commercial sense, and results-oriented.
Fluent in English; French a plus but not a must
Free to start this 3-4 month temporary role asap
Avaloq experience a must
Valid Swiss work permit; frontalier OK
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