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Investment Advisor

Michael Page - Switzerland

Genf

Vor Ort

CHF 120’000 - 160’000

Vollzeit

Gestern
Sei unter den ersten Bewerbenden

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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

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