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Investment Advisor for a private bank in Geneva

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Our client is a Swiss private bank of choice for private clients. They are looking for an Investment Specialist today to join their team.

The ideal candidate is expected to have a deep knowledge of cross-asset investing and at least 5 to 10 years of experience as an investment specialist, manager, advisor.

Your main responsibilities : 

You will be responsible for the whole Advisory mandates for International and Onshore clients, you are the privileged client investment advisor. You provide personalized investment advice within the client risk profile framework, be it on their tactical asset allocation or bottom-up approach.

  • Represent the firm's investment capabilities and strategies, with close collaboration with both investment and distribution teams,
  • Spearhead marketing efforts to Private clients,
  • Develop an understanding of investor demand and competitive landscape,
  • Provide detailed and technical insights on covered investment solutions to both internal and external counterparties,
  • Develop investment-related content for sales & marketing material,
  • Contribute to investment reporting and customized sales material

Why this opportunity : 

  • Join one of the first and most renowned institutions in Private Banking.
  • Integrate a team composed of highly competent professionals.
  • Be part of a stable structure that is still growing today.
  • Join a team of professionals where

Your profile : 

  • At least a university degree in a relevant field and/or education in business or finance; higher financial education (CFA/CAIA) would be advantageous
  • Deep understanding of cross-asset investing which may have been developed either in a similar investment specialist role or as a portfolio manager/analyst/strategist
  • At least 5 years of relevant experience as an investment advisor.
  • Strong communication skills, English and German, any other language is a +
  • Strong prioritization and organization skills are essential. Relevant project management experience.
  • Team Player,
  • Creativity, entrepreneurship, 'hands-on' mentality, and a passion for financial markets
  • Ability to work with multiple stakeholders
  • Swiss or EU citizenship
I am interested Back to top

Your consultants

Yannis Sabatakakis

Consultant
Zurich

5 rue des Marronniers
1207 Geneva

+41 (0)22 552 01 05

Benoit Schroll

Director
Zurich

5 rue des Marronniers
1207 Geneva

+41 (0)78 724 94 97

I am interested

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