Senior Investment Advisor (Finance)

TL;DR

Senior Investment Advisor (Finance): Providing tailor-made investment advice to UHNWI clients with an accent on asset allocation, risk budgeting, and portfolio performance. Focus on generating strategic investment ideas, managing direct client books, and executing complex client orders under pressure.

Location: Hybrid in Geneva, Switzerland (home office possibility up to 20%)

Company

A family-owned and publicly listed wealth management company with over 2,000 professionals globally, committed to long-term thinking and sustainability.

What you will do

• Provide high-quality tailor-made investment advice to UHNWI and sophisticated wealth management customers across all asset classes.
• Manage and grow a book of direct advisory clients, providing proactive investment ideas.
• Monitor advisory portfolios regarding risk budget, performance, and asset allocation.
• Generate investment solutions and present market views and strategies to clients and relationship managers.
• Lead and participate in client pitches and present the bank's investment products, including Discretionary Solutions.
• Contribute to strategic projects and the continuous development of the investment offering.

Requirements

• Minimum of 10 years’ experience in client-facing holistic investment advisory.
• Deep knowledge of macroeconomics, investment strategy, and all asset classes.
• Expertise in structured products, including mechanics, pricing drivers, and portfolio application.
• Excellent written and verbal communication skills in French, German, and English.
• Strong technical analysis skills and proficiency in executing client orders under pressure.
• Proficiency in Microsoft Office and finance tools such as Bloomberg or Factset.

Culture & Benefits

• Prime location in Geneva.
• Access to the latest financial technology to support professional excellence.
• Agile work environment with a flat hierarchy and high levels of mutual trust.
• Collaborative "campus feeling" spirit with interaction across all levels.
• Flexibility through partial home office options.