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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, delivering bespoke wealth management solutions to an international clientele. As part of its continued growth strategy, the bank is seeking an Investment Advisor or Senior Investment Advisor to strengthen its investment advisory platform and support its private banking teams. The role focuses on a non-discretionary, cross-asset advisory framework, with particular emphasis on structured products and derivatives, in close collaboration with Relationship Managers, the Head of Investment Advisory and the Portfolio Management team.

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

Location: 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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