Multi-Asset Investment Advisor FR / ENG 100%

FinanceTalent; Genf; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Zusammenfassung

FinanceTalent in Genève seeks an experienced wealth advisory professional to support senior advisors and private bankers with client relationships, investment proposals, and portfolio reviews.

You will monitor portfolios, asset allocation, investment performance, and cash management while preparing market commentary and client communications for internal distribution.

Qualifikationen

• 3-5 years of experience in a similar advisory role in wealth management.
• Very good level on multi-asset classes for direct and indirect investments.
• Strong MS Office, banking software and IA tools skills.

Aufgaben

• Support Senior Advisors and Private Bankers in managing client relationships.
• Coordinate and track investment orders and execution processes.
• Assist with investment proposals, portfolio reviews, and client presentations.
• Monitor portfolios, asset allocation, investment performance, and cash management.
• Prepare investment publications, market commentary, and marketing materials.
• Develop internal investment presentations and client communications.
• Report to clients and Management.
• Staff the advisory desk and participate in market and customer monitoring.
• Maintain advisory portfolio universe, watchlists, and reporting tools.

Kenntnisse

MS Office

Banking software

IA tools

Ausbildung

Finance/Economics/Management degree

Tools

IA tools

Jobbeschreibung

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 in 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.