Investment Advisor

Our client is looking for an experienced Investment Advisor to join their prestigious private bank in Geneva. The ideal candidate will provide tailored investment solutions to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients, aligning financial strategies with their unique goals and risk profiles.

Key Responsibilities:

• Develop and implement customized investment strategies for HNW/UHNW clients.
• Conduct market analysis and provide insights on asset allocation, portfolio management, and investment opportunities.
• Collaborate with Relationship Managers to enhance client portfolio performance.
• Monitor financial markets and regulatory developments to provide timely investment advice.
• Ensure all investment recommendations comply with regulatory and risk standards.

Your Profile:

• Bachelor’s or Master’s degree in Finance, Economics, or a related field.
• CFA, CAIA, or similar financial certification is an advantage.
• 5+ years of experience in investment advisory within private banking.
• Strong knowledge of global markets, asset classes, and portfolio management.
• Excellent analytical and communication skills.
• Fluency in English; additional languages are a plus.