Financial Advisor, Geneva
Vor 3 Tagen
Pour le compte d'une banque de place, nous recherchons un profil expérimenté pour proposer des solutions d'investissement auprès des RM.
Responsabilités :- Fournir des conseils en investissement aux Relationship Managers (RM).
- Assurer la gestion des risques en vérifiant que la documentation de chaque client est correcte, complète et à jour ; se conformer à toutes les règles et réglementations (crossborder).
- Renforcer la proposition de valeur de l'équipe de conseil en investissement en contribuant avec des idées en participant à des perspectives.
- Élaborer des commentaires de marché, des stratégies et des analyses ponctuelles.
- Aider à la conception et à la production de rapports de performance adaptés aux clients.
- Diplôme de master en finance, économie ou domaine similaire, plus CFA ou équivalent.
- Minimum de 5 ans d'expérience pertinente dans une banque privée ou une société de gestion de patrimoine.
- Compréhension approfondie d'une large gamme de classes d'actifs.
-
Trainee Financial Advisor, Geneva
Vor 3 Tagen
Genf, Schweiz TN Switzerland VollzeitOur client, a distinguished financial services firm, is seeking a motivated Trainee Advisor who is eager to progress to a Full Advisor position within 18 months. This role presents a remarkable opportunity for career development in the dynamic field of financial advising.Role Overview:The Trainee Advisor will primarily assist with client services, supporting...
-
Financial Advisor Geneva
Vor 7 Tagen
Genf, Schweiz Prestige IFA Jobs VollzeitOur client, a prominent financial services company, oversees more than $12 billion in assets for over 80,000 clients globally. As part of a significant global expansion, they have exciting opportunities for specialists with at least 5 years of experience in Swiss Insurance sales, Swiss and International Pensions, International investments, cross-border...
-
Senior Financial Analyst, Geneva
Vor 3 Tagen
Genf, Schweiz TN Switzerland VollzeitSocial network you want to login/join with:LHH Recruitment Solutions is seeking a "Senior Financial Analyst" for a Geneva-based firm specializing in advising clients on the selection, structuring, and management of tailored asset and liability solutions. The role requires expertise in capital markets, derivatives, and financial reporting for UHNW...
-
Senior Financial Planner
Vor 3 Tagen
Genf, Schweiz TN Switzerland VollzeitSocial network you want to login/join with:Senior Financial Planner & Business Partner, GenevaClient: World Economic ForumLocation: GenevaJob Category: LogisticsJob Reference: 5bee762e7e40Job Views: 3Posted: 21.01.2025Expiry Date: 07.03.2025Job Description:The World Economic Forum, committed to improving the state of the world, is the international...
-
Chief Financial Officer, Geneva
Vor 3 Tagen
Genf, Schweiz TN Switzerland VollzeitOur client, an International Company based in Geneva, is looking for its futureMain Responsibilities:Finance:Treasury managementFinancial statementsFinancial reportingPayments flowReview of tax declarationsBudget review and reportingAccountancy:Yearly closingVAT declarationSupport to the external auditorsHuman Resources:Management of the whole HR process:...
-
Premium Client Advisor
Vor 5 Tagen
Genf, Schweiz Resolve SA VollzeitThe company's Premium department is responsible for the development and management of (U)HNWI clients. The objective is to find the best financing solutions according to the projects, luxury objects, investment properties, projects abroad, etc. through our network of financial partners, but also to offer solutions outside the banking market whenever...
-
Structured Products Sales
Vor 5 Tagen
Genf, Schweiz Sesame Financial Group VollzeitDirect message the job poster from Sesame Financial GroupSesame Financial Group is a financial company based in Geneva, serving private banking professionals across Switzerland. The company excels in three key areas: in-house research on secular growth themes, investment engineering across all asset classes, and a cloud-based suite of tools for managing...
-
French Speaking Audit Senior
Vor 3 Tagen
Genf, Schweiz TN Switzerland VollzeitFrench Speaking Audit Senior (Financial Services) – Geneva, SwitzerlandMeraki Talent's well-known Top 10 practice client is actively seeking a Senior Auditor to work within their tight-knit and expanding FS Audit practice.Switzerland is a fantastic location for your professional career development but also offers an excellent lifestyle away from the...
-
Structured Products Sales
vor 1 Woche
Genf, Schweiz Sesame Financial Group VollzeitSesame Financial Group is a financial company with offices in Geneva serving private banking professionals across Switzerland. We excel in in-house research, investment engineering, and cloud-based tools to provide innovative solutions and tailor-made services to our clients.Role DescriptionThis is a full-time on-site role for a Middle East Structured...
-
(Assistant) Manager
Vor 3 Tagen
Genf, Schweiz TN Switzerland VollzeitSocial network you want to login/join with:(Assistant) Manager - Accounting Operations Advisory – SOX/ Internal Financial Controls, GenevaClient:Location:Job Category:OtherJob Reference:a4f76584b153Job Views:9Posted:21.01.2025Expiry Date:07.03.2025Job Description:Work Pattern Percentage: 80-100%Location: Zurich, GenevaJob Description:Finding the talent...
-
Client Advisor
vor 1 Woche
Genf, Schweiz Loro Piana VollzeitPositionThe Client Advisor represents the Company with clients in our Boutique. He/She is a professional in the sales of luxury goods and is responsible for the satisfaction and loyalty of every customer. He/She cooperates for reaching the qualitative and quantitative goals set in their Store.Job ResponsibilitiesIs polyvalent, constantly operating to serve...
-
Senior Financial Controller EMEA, Geneva
Vor 3 Tagen
Genf, Schweiz TN Switzerland VollzeitClient: [Client Name]Location: Geneva, SwitzerlandJob Category: FinanceJob Reference: be1d7ffb05daJob Views: 11Posted: 21.01.2025Expiry Date: 07.03.2025Job Description:As a Senior Financial Controller, you will be in charge of financial control, consolidated reporting, and business support in the EMEA Region.ResponsibilitiesBudgeting, forecasting &...
-
Genf, Schweiz TN Switzerland VollzeitSocial network you want to login/join with:IT Continuity, Backup and Recovery Advisor, GenevaClient:Not specifiedLocation:Zurich, GenevaJob Category:OtherJob Reference:0ee0675e7894Job Views:10Posted:21.01.2025Expiry Date:07.03.2025Job Description:Job descriptionLocation: Zurich, GenevaWork Pattern Percentage: 80-100%Finding the talent that makes Deloitte...
-
Client Advisor
vor 1 Tag
Genf, GE, Schweiz Maison Valentino Vollzeit**Location**: Genève, CH ID: 8214 A career in Maison Valentino is your chance to grow in a reality where business and creativity meet and thrive in an inclusive, and open-minded community. Maison Valentino believes in a colleague-centric approach, where our contribution and behaviors as individuals are the secret of our success as a community. Each...
-
Investment Advisor H/F, Geneva
Vor 2 Tagen
Genf, Schweiz TN Switzerland VollzeitPour notre client, une banque privée Suisse, nous recherchons un/e Investment Advisor pour le marché Suisse.Votre rôle :Préparer et diffuser des propositions d'investissement, des revues de portefeuilles et performances.Assurer une interaction-clients proactive pour les mandats de conseil et discrétionnaires.Appuyer les Conseillers en Patrimoine dans le...
-
Investment Advisor
vor 14 Stunden
Genf, Schweiz TN Switzerland VollzeitFor one of our clients, a small independent wealth manager based in Geneva, we are looking for a:INVESTMENT ADVISOR / EQUITYResponsibilities:Spokesperson of the investment strategy, products, and services.Identification of investment opportunities and writing investment ideas for Advisory clients.Advising clients on their investment portfolio allocation and...
-
Junior Manager
Vor 3 Tagen
Genf, Schweiz TN Switzerland VollzeitSocial network you want to login/join with:Client:Meraki Talent LtdLocation:GenevaJob Category:FinanceJob Reference:2cfe3e83ebd7Job Views:11Posted:21.01.2025Expiry Date:07.03.2025Job Description:Meraki Talent is currently recruiting for an Audit Junior Manager in Asset Management to join a global accountancy firm in Geneva.Geneva is a fantastic location for...
-
Senior Advisor – Swiss Government
Vor 7 Tagen
Genf, Schweiz Cagi VollzeitSenior Advisor – Swiss Government & UN RelationsThe Syrian Negotiation Commission - Geneva Office (SNCGO) is representing and supporting the SNC and its mandate by expanding and facilitating outreach to Syrians and international actors. The SNC works towards a negotiated end to the Syrian conflict benefitting the Syrian people through dialogue, peaceful...
-
Senior Legal Advisor, Geneva
Vor 2 Tagen
Genf, Schweiz TN Switzerland VollzeitSenior Legal Advisor - (2405907)Grade: P5Contractual Arrangement: Fixed-term appointmentContract Duration: Two years, first year probationary period.Job PostingClosing Date: Aug 13, 2024, 3:29:00 AMPrimary Location: United States - WashingtonOrganization: Office of the Legal CounselSchedule: Full-timeIMPORTANT NOTICE: Please note that the deadline for...
-
Client Advisor Assistant
Vor 7 Tagen
Genf, Schweiz Nevastar Finance VollzeitClient Advisor Assistant & Office ManagerClient Advisor Assistant & Office Manager (part-time job at 80%)Founded in 2003, Nevastar Finance is an independent wealth & asset management company that serves clients globally through its offices in London, Zurich, Geneva, and Luxembourg.We offer fully integrated and tailored investment solutions thanks to our team...