Save Job Back to Search Job Description Summary Similar Jobs Added 20/07/2026Multi-family office & Wealth ManagerInvestment Advisory & Portfolio ManagementAbout Our ClientOur client is a Swiss Multi-family office & Wealth Manager.Job DescriptionAdvising clients on investment strategy, asset allocation, portfolio construction, and market opportunities;Leading investment research and due diligence across public and private market opportunities;Supporting the Investment Committee and contribute to the implementation of investment decisions;Developing and maintaining diversified investment solutions across equities, fixed income, hedge funds, ETFs, private equity, private credit, venture capital, and real estate;Presenting market views, investment strategies, and tailored portfolio recommendations to clients and prospects;Supporting business development initiatives and contribute to client acquisition and retention;Identifying innovative investment solutions and leverage technology and AI to enhance investment processes and client outcomes;Collaborating closely with senior management to support the firm's long-term growth and strategic development;Reporting to clients and Management ;Participing in the day-to-day in the office.The Successful ApplicantSuperior academic background in Banking, Finance or Economy;CFA designation would be considered an advantage;10+ years of experience in investment advisory, portfolio management, private banking, family office, or wealth management environments;Strong expertise in asset allocation, portfolio construction, manager selection, and alternative investments;Proven experience advising UHNW individuals, families, and entrepreneurs;Commercially minded with strong relationship management and business development capabilities;Entrepreneurial, collaborative, and capable of operating effectively in a growing and dynamic organisation;Strong communication and presentation skills, with the ability to explain complex investment concepts clearly and confidently;Fluent English required; French highly desirable;Sense of confidentiality;Swiss residence ideally.What's on OfferOur client offers a 100% permanent contract within an entrepreneurial, human-sized & international working environment.Quote job refJN-072026-7063932Job summaryJob FunctionBanking & Financial ServicesSpecialisationPortfolio / Fund / Asset ManagerIndustryFinancial ServicesWhereGenevaContract TypePermanentJob ReferenceJN-072026-7063932Job NatureHome Office