Multi-Asset Investment Advisor FR / ENG 100%

For one of our clients, we are looking for a Cross-Asset Investment Adviso

Multi-Asset Investment Advisor FR / ENG 100% (m / f)

For one of our clients, we are looking for a Cross-Asset Investment Advisor FR / ENG 100% in 100% permanent contract and based in Geneva. The collaborator will join the Investment Advisory \& Portfolio Management of the bank.

Multi-Asset Investment Advisor FR / ENG 100% (m / f)

Our client is an international private bank well established in Switzerland and other international financial places.

Description

Joining the Advisory \& Portfolio Management department;

Supporting Senior Advisors and Private Bankers in the day-to-day management of client relationships and advisory activities;

Coordination and tracking of investment orders and execution processes;

Assistance with preparing investment proposals, portfolio reviews, and client presentations;

Monitoring of portfolios, asset allocation, investment performance, and cash management activities;

Ensuring accurate tracking of transactions, documentation, and internal processes;

Participation in staffing the advisory desk, including planned market and customer monitoring;

Conducting market research on various asset classes and investment themes;

Assistance with investment selection and analysis;

Providing ideas and recommendations for potential investment opportunities;

Monitoring of financial markets, macroeconomic developments, and investment trends;

Maintenance and updating of the advisory portfolio universe, watchlists, and reporting tools;

Assisting with the preparation of investment publications, market commentary, and marketing materials;

Support in the development of internal investment presentations and client communication materials;

Reporting to the clients and the Management;

Participation to the day-to-day in the office.

Profile

Graduated in Finance, Economy or Management;

3-5 years of experience in a similar advisory role in wealth management, private banking, investment advisory in Switzerland;

Very good level on multi-asset classes for direct and indirect investments;

Good commands in MS Office, banking softwares and IA tools;

Very good language skills in French and in English;

Client orientation and sense of advisory;

Rigorous, organised, dynamic and professional;

Sense of confidentiality.

Job Offer

Our client offers a 100% permanent within an international, dynamic and human-sized working environment. jpidb02e7f2jm jpit0728jm jpiy26jm