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Investment Advisor
- 31 juillet
- Genève
- CDI
Our client is a private bank.
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.
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You will play a key role in the client relationship
You 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.
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.
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 relationship
You 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.
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.
