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Multi-Asset Investment Advisor FR / ENG 100% (m / f)

Genf Festanstellung Home Office View Job Description
For one of our clients, we are looking for a Cross-Asset Investment Advisor FR / ENG 100% in 100% permanent contract and based in Geneva. The collaborator will join the Investment Advisory & Portfolio Management of the bank.

hinzugefügt 10/07/2026

  • Multi-Asset Investment Advisory & Portfolio Management
  • International Private Bank

Firmenprofil

Our client is an international private bank well established in Switzerland and other international financial places.

Stellenbeschreibung

  • Joining the Advisory & Portfolio Management department;
  • Supporting Senior Advisors and Private Bankers in the day-to-day management of client relationships and advisory activities;
  • Coordination and tracking of investment orders and execution processes;
  • Assistance with preparing investment proposals, portfolio reviews, and client presentations;
  • Monitoring of portfolios, asset allocation, investment performance, and cash management activities;
  • Ensuring accurate tracking of transactions, documentation, and internal processes;
  • Participation in staffing the advisory desk, including planned market and customer monitoring;
  • Conducting market research on various asset classes and investment themes;
  • Assistance with investment selection and analysis;
  • Providing ideas and recommendations for potential investment opportunities;
  • Monitoring of financial markets, macroeconomic developments, and investment trends;
  • Maintenance and updating of the advisory portfolio universe, watchlists, and reporting tools;
  • Assisting with the preparation of investment publications, market commentary, and marketing materials;
  • Support in the development of internal investment presentations and client communication materials;
  • Reporting to the clients and the Management;
  • Participation to the day-to-day in the office.

Anforderungsprofil

  • Graduated in Finance, Economy or Management;
  • 3-5 years of experience in a similar advisory role in wealth management, private banking, investment advisory in Switzerland;
  • Very good level on multi-asset classes for direct and indirect investments;
  • Good commands in MS Office, banking softwares and IA tools;
  • Very good language skills in French and in English;
  • Client orientation and sense of advisory;
  • Rigorous, organised, dynamic and professional;
  • Sense of confidentiality.

Sonstige Informationen

Our client offers a 100% permanent within an international, dynamic and human-sized working environment.

Referenznummer angeben
JN-072026-7060265

Zusammenfassung

Berufsfeld
Bank- & Finanzwesen
Näheres Berufsfeld
Portfolio / Fund / Asset Manager
Branche
Financial Services
Ort
Genf
Vertragsart
Permanent
Referenznummer
JN-072026-7060265
Art des Jobs
Home Office

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