Junior Structured Products and Investment Advisor

Syz Group; Genf; On-site; CHF 120,000 - 180,000; Full time

Job summary

The Syz Group in Geneva seeks a client-focused Investment Advisor within the Front team, specializing in structured products and advisory mandates. Based in Switzerland, you will promote investment ideas and partner with relationship managers to tailor solutions for diverse clients, supporting client acquisition and portfolio development.

You will handle pricing, lifecycle management, RFQs, and post-trade activities, while collaborating with research teams to generate ideas across asset classes

Qualifications

• Min 2 years in a similar role.
• Fluency in French and English.
• Swiss Residence is required.

Responsibilities

• Support structured product pricing and lifecycle management.
• Assist with RFQs, invoicing, and P&L reconciliation.
• Develop structured product ideas via market intel and collaboration with research teams.
• Provide personalised investment advice within client risk profiles and asset classes.
• Collaborate with RMs to address client needs and track advisory ideas.

Skills

Teamwork

Communication

Client focus

Sales skills

Analytical thinking

Attention to detail

Adaptability

Time management

Education

Master in Finance

Tools

Pricing tools

Job description

Job Description

Purposeof the role: based in Geneva, you are the investment face of the Front team regarding advisory mandates and structured products. You will interact directly with clients of different sizes and complexity levels, or through their respective relationship managers. As such you will promote investment ideas and act as a partner for the Regional Head and Relationship Managers based on the client needs and our wealth management product offering, and are a key link to build investment solutions based on matching client needs. Overall you actively support the RMs in client acquisition and development.

Structured Product activity (80%)

• Support the Structured Product team by providing accurate and timely pricing to the Front.
• Help in managing the full product lifecycle, including daily monitoring, redemption notifications, secondary market opportunities, and roll or switch proposals.
• Contribute to the development and animation of the structured product offering through idea generation, market intelligence, and collaboration with research teams.
• Ensure seamless execution across all stages of the process — from pricing and RFQs to post-trade activities (term sheet validation, booking, instrument setup), as well as invoicing and P&L reconciliation.
• Promote the structured product asset class internally by educating relationship managers and supporting the use of pricing tools when appropriate.
• Build and maintain strong relationships with counterparties, overseeing onboarding processes including KYC and contractual documentation

Investment Advisory (20%)

• You provide personalised investment advice within the client risk profile framework, be it on their tactical asset allocation or bottom-up approach.
• Act as partner for the Regional Head in the tracking of Advisory ideas and their penetration in the clients portfolios, gathering needs from bankers and coming with proposals to address our RMs and clients needs.
• Contribute to generating investment ideas leveraging on the various internal specialists in all asset classes: equities, fixed income, FX/metals, derivatives, private markets, etc. You actively contribute in the feedback loop with our research team, in order to have investment ideas matching client needs.
• You are able to promote the house view, recommended investment solutions, and coach the RMs in solving complex investment challenges.
• You are an investor yourself, passionate about markets and investments, can translate complex macro and micro topics in a comprehensible manner and adapt to various types of private clients, with different levels of expertise, gaining their trust by acting as a true partner for them.

Education

Master in Finance or equivalent

Professional Experience required

Min 2 years in a similar role

Soft skills

• Team work oriented
• Able to clearly articulate and pitch technical aspects of asset class
• Excellent listening and selling skills, adaptability to client needs
• Capability to take timely and well-reasoned investment decisions (analyse issues and balance fact-based analysis with intuition, information and experience)
• Strong and demonstrable client focus mindset
• Must possess a high standard of professionalism and integrity
• Pragmatic, result-oriented
• Able to work under pressure and in a fast-moving, changing environment.
• High attention to details, analytical, intellectually curious and proactive
• Creative and entrepreneurial mindset, as well as team player
• Client oriented with strong involvement and initiative.

Technical skills: Excellent financial market knowledge (macro, asset classes and instruments), use of AI tools.

Languages: Fluency in French and English, other language is a plus.

Swiss Residence is required.