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Investment Advisor – Finders | JobRevolt

Über den Job

Notre client est une banque privée internationale bien établie avec une forte présence à Genève et une réputation de longue date dans la gestion de fortune sur mesure pour une clientèle internationale. Dans le cadre de sa stratégie de croissance, la banque cherche à nommer un Investment Advisor ou Senior Investment Advisor pour renforcer sa plateforme de conseil en investissement et soutenir ses équipes de private banking.

Aufgaben

Monitor and manage discretionary and advisory portfolios across all major asset classes, including equities, fixed income, foreign exchange, structured products, derivatives and alternative investments
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
Solid experience in structured products, options and derivative-based investment solutions
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 and Spanish are essential
CFA, CAIA or equivalent qualifications would be advantageous

Rahmenbedingungen

Geneva, Switzerland
Mid-Level Investment Advisor: CHF 140,000 - 150,000 base salary
Senior Investment Advisor: CHF 170,000 - 180,000 base salary
Additional performance-related incentives and benefits will be discussed with shortlisted candidates

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

Über den Job

Über den Job

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Rahmenbedingungen

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