Save Job Back to Search Job Description Summary Similar Jobs Added 10/07/2026Multi-Asset Investment Advisory & Portfolio ManagementInternational Private BankAbout Our ClientOur client is an international private bank well established in Switzerland and other international financial places.Job DescriptionJoining 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.The Successful ApplicantGraduated 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.What's on OfferOur client offers a 100% permanent within an international, dynamic and human-sized working environment.Quote job refJN-072026-7060265Job summaryJob FunctionBanking & Financial ServicesSpecialisationPortfolio / Fund / Asset ManagerIndustryFinancial ServicesLocationGenevaContract TypePermanentJob ReferenceJN-072026-7060265Job NatureHome Office
