Investment Advisor - Genève - Finders SA

    Finders SA
    Finders SA Genève

    vor 1 Tag

    Beschreibung
    Our client is a leading Swiss private bank, recognized for the solidity of its model, the quality of its governance, and its high-end positioning in the wealth management market. With a human scale, it stands out for its demanding and responsible culture, a strong proximity to its clients, and a working environment that values expertise, commitment, and integrity. With a solid institutional foundation across key locations in French-speaking Switzerland, the institution guarantees stability and a long-term vision.Investment Advisor - BankingWithin the Investment Solutions team, our client is looking for an intermediate-level Investment Advisor/Investment Consultant with a strong understanding of the Swiss markets.- Develop and deliver investment proposals as well as portfolio and performance analyses, in compliance with regulatory and tax frameworks.- Ensure proactive management of client relationships for advisory and discretionary services.- Generate and structure multi-asset investment ideas closely with specialized internal teams.- Design and present investment solutions to asset management advisors.- Support advisors in their commercial activities and actively contribute to the growth of assets under management.- Participate in the acquisition, monitoring, and development of a sophisticated private client base.This opportunity is aimed at a professional wishing to evolve within a selective private bank, offering high visibility, a short decision-making framework, and a real appreciation of individual expertise. The environment fosters interdisciplinary collaboration and a client relationship based on trust and sustainability.- Degree in finance, economics, or a related discipline (HEC or equivalent) and/or recognized qualifications (CFA, AZEK).- Proven experience of at least 5 years in a similar role within a Swiss financial institution.- Direct exposure to managing high-net-worth/UHNW private clients.- Solid expertise in financial markets and the ability to conduct high-level investment discussions.- Excellent commercial acumen and fluency in both French and English.- Residence in Switzerland is required. jid095a7f8aen jit0208aen jpiy26aen

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