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Investment Advisor - Private Banking – Finders | JobRevolt

Über den Job

Our client is a well-established international private bank with a strong presence in Geneva and a long-standing reputation for delivering bespoke wealth management solutions to an international clientele. As part of its continued growth strategy, the bank is seeking to appoint an Investment Advisor or Senior Investment Advisor to strengthen its investment advisory platform and support its private banking. The successful candidate will work closely with Relationship Managers and the Head of Investment Advisory to deliver tailored investment solutions within a non-discretionary, cross-asset advisory framework, with a particular focus on structured products and derivatives, and close collaboration with the Portfolio Management team on the discretionary side.

Aufgaben

Monitor and manage advisory accounts across all asset classes including equities, fixed income, FX and alternatives
Develop and present bespoke investment recommendations aligned with clients risk profiles, investment objectives and portfolio constraints
Partner closely with Private Bankers to identify opportunities and deliver high-quality investment advice to clients
Generate and communicate investment ideas, market views and portfolio strategies
Structure, price and explain derivative strategies, options-based solutions and structured products to clients and internal stakeholders
Contribute actively to the investment teams research efforts and idea generation process
Maintain a strong understanding of global financial markets and evolving investment opportunities
Embrace innovation and digital transformation initiatives, including the integration of AI-driven tools to streamline workflows, automate manual processes and enhance operational efficiency

Profil

Minimum 5 years of experience in investment advisory, private banking or wealth management
Strong multi-asset investment knowledge with proven expertise across traditional and alternative asset classes
CFA, CAIA or equivalent qualifications a strong plus
Solid experience in structured products, options and derivative-based investment solutions a must
Demonstrated ability to communicate 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 initiatives
Excellent presentation and client-facing skills
Interest in leveraging technology and AI solutions to improve productivity and scalability
Fluent English; French and Spanish are also advantageous
Well established within the Geneva-Lausanne region, or able to demonstrate strong familiarity with the local wealth management landscape

Rahmenbedingungen

Ort: Geneva
A valid Swiss work permit is required; frontalier profiles will be considered

Benefits

Join a respected international private banking platform with a strong entrepreneurial culture
Work within a highly collaborative environment alongside experienced private bankers and investment professionals
Access a sophisticated international client base with diverse and complex investment needs
Benefit from a culture that values expertise, innovation, accountability and long-term career development
Play a visible role in shaping investment outcomes and contributing to the continued growth of the business
Attractive compensation package commensurate with experience and seniority

Investment Advisor - Private Banking

Über den Job

Über den Job

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Rahmenbedingungen

Benefits

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