Investment Advisor

vor 2 Wochen

Freiburg, Freiburg, Schweiz Finders SA Vollzeit

Client:

They offer a medium-sized, long-established, excellent reputation for private banking in Switzerland, as well as globally. A very low staff turn-over, strong family values, a serious employer who really takes care of their employees. Their clients are private clients (UHNWIs and HNWIs) as well as family offices, institutional and funds.

A unique corporate culture and a banking employer of choice on the Geneva market

Position:


As part of this Bank's Portfolio Advisory Group, this particular position is for an Investment Advisor at the mid-level, who can look after an international client base, orientation Russian-speaking clients but not exclusively.

This role is offering you a dynamic and stimulating environment with an excellent career evolution track. This is a mid-level position in terms of seniority.

You will be joining a busy, dynamic, small investment advisory team based in Geneva. Working closely with our Client's Zurich office as well as the bank's other European Portfolio Advisory teams.

Close and supportive Management and sophisticated product and investment offering, where you will add value and come up with investment ideas to present to the clients; working hand in hand with the Relationship Managers/Private Bankers.


Your tasks will include, but not limited to:

  • Analysis and optimization of portfolios as well as development of customized investment concepts and asset consolidations for demanding private banking clients
  • Active support of relationship managers in acquisition and retention discussions
  • Independent and professional management of advisory mandate clients in cooperation with the relationship managers
  • Supporting and advising relationship managers in all investment matters
  • Active networking with relationship managers and internal product specialists

Profile:

  • University degree or equivalent
  • 5 years+ of relevant practical experience in investment advisory, portfolio management or fund management
  • This is a midlevel position in terms of seniority
  • A must: the Russian language as well as fluent English; at least some knowledge of French
  • Happy to be part of a small team
  • Further financial analytical training and/or certifications a strong plus (CFA, AZEK, CIIA, CAIA etc.)
  • Deep knowledge and experience crossassets
  • Passionate about developing clientspecific investment concepts
  • Strong EQ and warm, human values
  • Wellgroomed manners and professional appearance in front of demanding private clients
  • Strong analytical skills as well as a solutionoriented, business mindset
  • A clientoriented personality who can show empathy and EQ excellent interpersonal skills
  • Swiss resident only and in possession of a valid work permit or eligible

  • Investment Writer 80%

    vor 2 Wochen

    Freiburg, Freiburg, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.As an Investment Writer at Julius Baer, your primary task is to serve our internal and external clients with easy-to-gauge...

  • Investment Advisor Wealth Management Fribourg

    vor 2 Wochen

    Freiburg, Freiburg, Schweiz UBS Vollzeit

    Suisse - Suisse romande- Conseil clientèle / Relationship management, Gestion portefeuille et fonds- Global Wealth Management**IdDemandeAuto** BR**Ville**- Fribourg**Type de poste**- Temps plein**La fonction**- Avez-vous comme objectif de soutenir les clients dans la gestion de leur patrimoine ? Voulez-vous contribuer aux changements futurs de notre secteur...

  • Client Advisor

    vor 2 Wochen

    Freiburg, Freiburg, Schweiz UBS Vollzeit

    Schweiz - Zürich- Kundenberatung / Relationship Management- Personal & Corporate Banking**Automatischer Stellencode** BR**Stadt**- Zürich**Job-Typ**- Vollzeit, Teilzeit**Die Rolle**- Sind die Kundenberatung und die Neukundengewinnung Ihre Leidenschaft? Sind Sie abschlussstark, schätzen den täglichen Kundenkontakt und eine abwechslungsreiche Tätigkeit in...

  • Junior Relationship Manager

    vor 2 Wochen

    Freiburg, Freiburg, Schweiz SYZ GROUP Vollzeit

    The Associate Relationship Manager will be working within the bank's Wealth Management department in our Zurich office. We are looking for a person who is eager to develop herself as a Relationship Manager and to contribute to the team's success.Mission Under the supervision of a Senior Relationship Manager, develop a client book while analysing the clients...

  • Swiss Fund Controlling Expert

    vor 2 Wochen

    Freiburg, Freiburg, Schweiz Credit Suisse Vollzeit

    **Your field of responsibility**Wir suchen für die Depotbankkontrolle, ein integrierter Teil der Depotbank der Credit Suisse (Schweiz) AG, eine engagierte Person zur Verstärkung des Teams. Die Position umfasst die folgenden Aufgaben:- Analyse neuer Fondsverträge hinsichtlich der Überprüfbarkeit von Anlagerestriktionen sowie der gesetzlichen...

  • Junior Program

    vor 2 Wochen

    Freiburg, Freiburg, Schweiz CA Indosuez Wealth (Group) Vollzeit

    **Type de métier**:Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients**Intitulé du poste**:JUNIOR PROGRAM H/F**Type de contrat**:Stage**Durée (en mois)**:18 mois**Date prévue de prise de fonction**:01/09/2023**Poste avec management**:Non**Cadre / Non Cadre**:Non cadre**Missions**:Nous vous offrons un programme de 18 mois de...

  • Client Advisor Private Wealth Zürich Bellevue

    vor 2 Wochen

    Freiburg, Freiburg, Schweiz UBS Vollzeit

    Schweiz - Zürich- Kundenberatung / Relationship Management- Global Wealth Management**Automatischer Stellencode** BR**Stadt**- Zürich**Job-Typ**- Vollzeit, Teilzeit**Die Rolle**- Erfüllt es Sie mit Freude und Zufriedenheit, wenn Sie Kundinnen und Kunden beraten und langfristige Beziehungen aufbauen können? Ist Ihre Anlageberatung überdurchschnittlich?...

  • Pricing, Revenue Management and Business Analytics

    vor 2 Wochen

    Freiburg, Freiburg, Schweiz MSC Cruises Vollzeit

    Together with the team, the Pricing, Revenue Management and Business Analytics Expert determine, implement Pricing & Revenue Management Strategies and Processes, support Top Management decisions and other Departments with in-depth Analytics. Fluent English; Degree in Economics\/Statistics; A previous revenue experience in the travel industry is considered a...

  • Graduate Programme

    vor 2 Wochen

    Freiburg, Freiburg, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    Graduate Programme - Wealth Management - Affluent Banking:Description:Union Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. But what makes UBP really unique is its corporate culture, which combines modernity and tradition. Although UBP was founded in 1969, its origins can be traced back to the 17th century and the start...

  • Associate, 23 Wall

    vor 2 Wochen

    Freiburg, Freiburg, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    This is an exciting opportunity for you to join a dynamic, diverse team within J.P Morgan. We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the...