Aktuelle Jobs im Zusammenhang mit Investment Advisor - Genf - TN Switzerland
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Senior Client Advisor
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Investment Manager
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Financial Advisor
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Investment Advisor
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Investment Advisor
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Investment Advisor
vor 2 Wochen
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Investment Advisor
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Investment Advisor
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Client Advisor Wm Private Clients Arabian Gulf
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Genf, Schweiz Capital Group VollzeitFor over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment...
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Financial Advisor
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Private Banker
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Senior Portfolio Manager
vor 3 Wochen
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Elite Wealth Solutions Expert
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Climate and Health Advisor
Vor 2 Tagen
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Advocacy & Communications Advisor (Retainer)
Vor 5 Tagen
Genf, Genf, Schweiz UNOPS Peace and Security Cluster VollzeitAdvocacy & Communications Advisor (Retainer)Hosted Entities RBM Partnership to End MalariaJob categories: Communications, Programme ManagementVacancy code: VA/2025/B5007/29949Level: ICS-11Department/office: GPO, GVA, GenevaDuty station: Home basedContract type: International ICADuration: Short term (Retainer) - Six (6) monthsApplication period: 26-Mar-2025...
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Sustainability Consultant
Vor 2 Tagen
Genf, Genf, Schweiz World Health Organization VollzeitRole Summary:We are seeking a Climate and Health Advisor to support the development of climate-smart health investments. The ideal candidate will have a deep understanding of climate change, global health, and sustainable development. As a key member of our team, you will collaborate with stakeholders to develop investment proposals, conduct technical...
Investment Advisor
vor 4 Wochen
For one of our clients, a small independent wealth manager based in Geneva, we are looking for a:
INVESTMENT ADVISOR / EQUITY
Responsibilities:- 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 setting investment strategy cross-asset.
- Portfolio reviews and investment ideation in line with client’s risk profile and investment objectives.
- Managing Discretionary Portfolio as needed.
- In charge of the equity asset class and establishing model portfolio and equity universe for long-only portfolio and Recurring Income.
- Asset class coverage for the Investment Committee (SAA/TAA).
- Establishing views on (i) countries, (ii) sectors, (iii) stock picking (SP500 and STOXX600).
- Writing monthly/quarterly market reviews and outlook on the asset and, if required, on other asset classes.
- Leverage the equity research of custodians and providers.
- In charge of the structured product offering, which is primarily equity-led.
- Conduct the entire product lifecycle management (from offering, source pricing, execution, settlement, restructuring, etc.).
- Technically abreast to find the optimal structure within the context of a Recurring Portfolio.
- Strong focus on pricing, follow-up, and risk management.
- Take part in the industrialization process of the offering.
- Responsible for writing marketing material related to the offering.
- Leverage the structured products teams of brokers and custodians.
- In charge of defining and keeping up to date the related procedures.
- At least 3+ years of experience in a similar position within a highly regarded institution (asset management, investment banking, external asset manager, broker).
- University degree or equivalent in Finance or Mathematics. Professional degree (CFA, CIIA) is a plus.
- Good understanding of financial markets and cross assets.
- Financial English written and spoken, French spoken and written.
- MS Office, Bloomberg or Refinitiv, VBA a plus.
- Able to travel.
- Entrepreneurial approach and work with integrity.
- Pragmatic can-do attitude, proactive and flexible.
- Charismatic with excellent communication and interpersonal skills.
- Team player and willingness to collaborate across the Group.
All files will be treated with the utmost confidentiality.
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