Description

Description of the companyClient: Investment Advisor - BankingDescription of the companyClient: Our client is a well-established bank with a strong presence in Geneva and a long-standing reputation for delivering bespoke wealth management solutions to an international clientele. Combining entrepreneurial agility with institutional strength, the bank places a strong emphasis on investment excellence, client-centric advice, and long-term partnerships. As part of its continued growth the bank is seeking to appoint an Investment Advisor or Senior Investment Advisor to strengthen its investment advisory and support its banking teams.Minimum 5 years of experience in investment advisory, banking or wealth management.Description of the positionPosition: This is an opportunity for an experienced multi-asset investment professional to join a dynamic and highly client-focused environment. The successful candidate will work closely with Relationship Managers and the Head of Investment Advisory to deliver tailored investment solutions across a broad range of asset classes, while contributing to the development of investment ideas and advisory capabilities within a non-discretionary, cross-asset advisory framework, with a particular focus on structured products and derivatives. The role also involves close collaboration with the Portfolio Management team.Responsibilities:- Monitor and manage advisory accounts across all asset classes including equities, fixed income, FX and derivatives.- Prepare and present bespoke investment proposals aligned with clients risk profiles, investment objectives and portfolio constraints.- Partner closely with Relationship Bankers to identify opportunities and deliver high-quality investment advice to clients.- Share investment ideas, market views and portfolio updates.- Price and explain options-based solutions and structured products to clients and internal stakeholders.- Contribute actively to the investment teams strategy and idea generation process.- Maintain a strong understanding of global financial markets and evolving investment opportunities.- Embrace and leverage digital tools, including the adoption of AI-driven tools to streamline workflows, reduce manual processes and enhance efficiency.Why Join?- Join a respected banking institution with a strong entrepreneurial spirit within a highly collaborative environment alongside experienced bankers and investment professionals.- Serve a client base with diverse and complex investment needs.- Benefit from a culture that values expertise, accountability and long-term relationships.- Play a visible role in shaping investment outcomes and contributing to the continued growth of the bank.- Competitive package commensurate with experience and profile.Profile:- Minimum 5 years of experience in investment advisory, banking or wealth management.- Solid multi-asset investment knowledge with proven expertise across traditional and alternative asset classes.- CFA, CAIA or equivalent certification is a plus.- Strong experience in structured products, options and complex investment solutions.- Proven ability to explain complex investment concepts clearly and effectively to clients.- Strong commercial mindset with the ability to work closely with Relationship Managers and contribute to business development.- Excellent client-facing skills.- Interest in leveraging technology and AI solutions to improve productivity and service.- Fluent in English; French and Spanish are also assets.- Already established within the Geneva-Lausanne region, or able to relocate.- Strong familiarity with the local wealth management landscape.- A valid Swiss work permit is required; cross-border (frontalier) profiles will be considered. jidded50e4aen jit0624aen jpiy26aen