Beschreibung

* Multi-family office & Wealth Manager
* Investment Advisory & Portfolio Management

## About Our Client ##

Our client is a Swiss Multi-family office & Wealth Manager.

## Job Description ##

* Advising 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 Applicant ##

* Superior 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 Offer ##

Our client offers a 100% permanent contract within an entrepreneurial, human-sized & international working environment.

Quote job ref

JN-072026-7063932

Job Function

Banking & Financial Services

Specialisation

Portfolio / Fund / Asset Manager

Industry

Financial Services

Where

Geneva

Contract Type

Permanent

Job Reference

JN-072026-7063932

Job Nature

Home Office