Job Description
Finders SA
Votre Mission
On a temporary basis, to start soon, our client (a leading private bank in Geneva, with close-knit human-sized team), 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 advisors.
Votre Profil
University degree in finance, economics, or a related field (HEC or equivalent) and/or recognized certification (CFA, AZEK)
Around 4-6 years+ of proven experience in a similar role within Swiss private banking
Direct exposure to managing HNWI/UHNWI private clients as an investment advisor and/...
Votre Mission
On a temporary basis, to start soon, our client (a leading private bank in Geneva, with close-knit human-sized team), 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 advisors.
Votre Profil
University degree in finance, economics, or a related field (HEC or equivalent) and/or recognized certification (CFA, AZEK)
Around 4-6 years+ of proven experience in a similar role within Swiss private banking
Direct exposure to managing HNWI/UHNWI private clients as an investment advisor and/...
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