Description

* You will play a key role in the client relationship
* You will be part of a human-sized team

## About Our Client ##

A private bank.

## Job Description ##

As a Senior Investment Advisor, you will:


*

Supervise and support two Investment Advisors in their daily activities;
*

Ensure the consistent promotion of the bank's investment solutions and advisory offering;
*

Push the adoption of products and strategies aligned with the bank's investment views;
*

Monitor client portfolios for suitability, performance, and alignment with stated objectives;
*

Collaborate closely with Relationship Managers to provide tailored investment proposals;
*

Support the development and promotion of discretionary mandates (DPM);
*

Participate in client meetings to provide investment insight and technical expertise;
*

Liaise with internal teams (Product Management, DPM, Compliance, etc.);
*

Stay informed on market developments, regulations, and product innovations;
*

Help prepare marketing and reporting material in line with client and internal needs.

## The Successful Applicant ##

*

Master's degree in Finance, Economics or a related field;
*

At least 10-15 years of experience in investment advisory, asset management, or private banking;
*

Strong understanding of both advisory and discretionary portfolio management (DPM);
*

Demonstrated leadership and mentoring capabilities;
*

Excellent communication and interpersonal skills;
*

Client-centric with a proven ability to generate value and deepen client relationships;
*

Fluency in French and English is mandatory. Additional languages are a plus;
*

CAIA or CFA certification is considered a strong asset.





## What's on Offer ##

*

A key role within a reputable private bank;
*

An opportunity to lead and mentor a small team while remaining hands-on with clients;
*

No strategic responsibility-investment direction is set by the group-allowing you to focus on execution, implementation, and advisory impact.





Quote job ref

JN-082025-6807377

Job Function

Banking & Financial Services

Specialisation

Portfolio / Fund / Asset Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-082025-6807377