Investment Advisor

Michael Page - Switzerland; Genf; Vor Ort; CHF 120’000 - 160’000; Vollzeit

Zusammenfassung

A leading company in asset management is searching for an experienced Investment Advisor to enhance client relationships and contribute to innovative product structuring. The role demands a master's degree in finance or economics and fluency in both French and English, alongside extensive experience in the field.

Qualifikationen

• 7 to 10 years of experience in investment advisory, asset management, or wealth management.
• In-depth knowledge of financial markets and investment instruments.
• Fluent in French and English.

Aufgaben

• Review client portfolios for suitability and performance.
• Develop tailored investment proposals based on trends.
• Support discretionary mandate promotion to drive AUM growth.

Kenntnisse

Analytical

Communication

Interpersonal

Client-oriented mindset

Ausbildung

Master's degree in Finance

Master's degree in Economics

Jobbeschreibung

• Review client portfolios for suitability, performance, and alignment with objectives.
• Develop tailored investment proposals based on market trends and client needs.
• Select instruments across asset classes, including traditional and alternative investments.
• Support discretionary mandate promotion to drive AUM growth and retention.
• Collaborate with Relationship Managers and internal teams (Product, Compliance).
• Contribute to innovative product structuring (structured products, thematic ideas).
• Join client meetings to provide technical input and market insights.
• Prepare reports and materials to support commercial efforts.
• Maintain up-to-date knowledge of markets, regulations, and investment strategies.

The Successful Applicant

• Master's degree in Finance, Economics, or related field.
• Fluent in French and English.
• At least 7 to 10 years of experience in investment advisory, asset management, or wealth management.
• In-depth knowledge of financial markets and investment instruments.
• Strong analytical, communication, and interpersonal skills.
• Client-oriented mindset with a focus on value creation.

What's on Offer

You will play a key role in managing client relationships and be active both on the investment advisory side as well as in the development of the accounts. Job ID JN-062025-6767096