Job Description
Client:
Our client is a leading, global bank, recognized for the strength of its business model, quality governance, and premium positioning in wealth management. With a human-scale Geneva private banking office, our client stands out for its high standards, entrepreneurial culture, close client relationships, and a work environment that values expertise, commitment, and collaboration.
Role & Responsibilities:
On a temporary basis, to start asap, our client is seeking an intermediate-level Investment Advisor/Portfolio Manager with strong knowledge of Avaloq and cross-assets .Develop and provide investment recommendations, as well as portfolio and performance analyses, in compliance with regulatory and tax frameworks.Manage client relationships proactively for advisory and discretionary mandates.Generate and structure multi-asset investment ideas in close coordination with internal specialist teams.Design and present thematic investment solutions for wealth management advisor...
Our client is a leading, global bank, recognized for the strength of its business model, quality governance, and premium positioning in wealth management. With a human-scale Geneva private banking office, our client stands out for its high standards, entrepreneurial culture, close client relationships, and a work environment that values expertise, commitment, and collaboration.
Role & Responsibilities:
On a temporary basis, to start asap, our client is seeking an intermediate-level Investment Advisor/Portfolio Manager with strong knowledge of Avaloq and cross-assets .Develop and provide investment recommendations, as well as portfolio and performance analyses, in compliance with regulatory and tax frameworks.Manage client relationships proactively for advisory and discretionary mandates.Generate and structure multi-asset investment ideas in close coordination with internal specialist teams.Design and present thematic investment solutions for wealth management advisor...
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