Investment Advisor

vor 2 Monaten


Genf, Schweiz AMP Partners Vollzeit
Job Description:
  • Presenting investment strategy to commercial teams, clients and prospects
  • Designing pitch notes, talking points and market commentary across all products
  • Advising clients on their investment portfolio allocation, setting investment strategy, conducting account reviews and pitching additional investment opportunities
  • Generating new investment ideas, analysing and researching data and presenting to commercial teams
  • Planning, coordinating and participating in live webinars and market update videos
  • Proactively following market news, reading analyst comments and projections to understand impact on clients’ portfolios
  • Participating in meetings with external product vendors to decide on new product launches
  • Meeting asset managers and investment structurers to decide on new product launches

Requirements:
  • University degree in business, finance or economics
  • Several years of experience as an Investment Advisor in a leading financial institution
  • Excellent understanding of financial markets and ideally some experience in one or more of the following areas: asset allocation, portfolio consultation or advisory, investment strategy design, portfolio management
  • Fluent in English
  • Job located in Geneva

We are always looking for talented and committed professionals to join our team. If you believe you can bring an added value to our firm, please send your CV to career@amp-partners.com.
Please note that we will only contact candidates selected for an interview.

#J-18808-Ljbffr
  • Investment Advisor

    vor 1 Monat


    Genf, 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.Responsible for close working collaboration with Relationship Managers to actively provide clients with top-notch investment...


  • Genf, Genf, Schweiz Click and Connect Online Limited Vollzeit

    Role OverviewWe are seeking a highly skilled Luxury Financial Advisor to join our client's Wealth Management team in Switzerland.About the RoleThis is an exciting opportunity for an experienced financial advisor to work with high net worth individuals and provide comprehensive wealth management services.Key Responsibilities:Provide bespoke financial advice...


  • Kanton Genf, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland Client advisory / Relationship management Global Wealth Management **Job Reference #** 236235BR **City** Genève **Job Type** Full Time **Your role** Are you a dynamic Client Advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk...

  • Investment Manager

    vor 1 Monat


    Genf, GE, Schweiz Deutsche Bank Vollzeit

    **Investment Manager**: **Job ID**:R0360479**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-11-28**Location**:Geneva**Position Overview**: For 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...

  • Investment Manager

    vor 1 Monat


    Genf, Schweiz Deutsche Bank Vollzeit

    Job Description:For 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,...

  • Deal Advisor

    vor 3 Monaten


    Genf, GE, Schweiz MergersCorp M&A International Vollzeit

    **MergersCorp M&A International is a leading advisory brand, offering Investment Banking services with focus on Cross Border Mergers and Acquisitions and Corporate Finance to clients across the world.** We provide a range of investment banking services to lower-middle and middle-market businesses: deal execution, deal origination, valuation of assets,...


  • 1204 Genf, GE, Schweiz JPMorgan Chase & Co Vollzeit

    **JOB DESCRIPTION** This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan’s MENAT Private Banking business. 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...


  • 1204 Genf, GE, Schweiz JPMorgan Chase & Co Vollzeit

    **JOB DESCRIPTION** This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan’s MENAT Private Banking business. 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...

  • Deal Advisor

    vor 2 Monaten


    Genf, Schweiz MergersCorp M&A International Vollzeit

    MergersCorp M&A International is a leading advisory brand, offering Investment Banking services with focus on Cross Border Mergers and Acquisitions and Corporate Finance to clients across the world. We provide a range of investment banking services to lower-middle and middle-market businesses: deal execution, deal origination, valuation of assets, business...


  • Genf, Schweiz Goldman Sachs Bank AG Vollzeit

    Opportunity OverviewCORPORATE TITLE: Vice PresidentOFFICE LOCATION(S): GenevaJOB FUNCTION: Non Self Sustaining AdvisorDIVISION: Asset & Wealth ManagementFollowing our reopening of the Geneva office in 2019 and subsequent rapid growth, we are looking to hire motivated Private Wealth Advisers to complement our very successful team of Advisors focused on the...


  • Genf, Genf, Schweiz Independent Resourcing Consultancy Ltd Vollzeit

    Job OverviewA unique opportunity has arisen for experienced Wealth Managers to join a fully regulated, ethical company that offers many attractive, low-cost investment solutions with clients' best interests at its core.Key ResponsibilitiesProvide comprehensive financial advice to expatriate clients, focusing on investment and pension transfers.Uphold the...

  • Private Wealth Manager

    vor 2 Monaten


    Genf, Schweiz Independent Resourcing Consultancy Ltd Vollzeit

    PrivateWealth Manager- Switzerland Our client, a well-respected Wealth Management firm headquartered in Europe, is expanding its presence across various countries in the region. A unique opportunity has therefore arisen for established Wealth Managers to join this growing firm. This is an exciting chance to join a fully regulated, ethical company that offers...

  • Financial Advisor Geneva

    vor 2 Monaten


    Genf, Schweiz Prestige IFA Jobs Vollzeit

    Our 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...

  • Private Wealth Manager

    vor 3 Wochen


    Genf, Schweiz Independent Resourcing Consultancy Ltd Vollzeit

    Private Wealth Manager - SwitzerlandOur client, a well-respected Wealth Management firm headquartered in Europe, is expanding its presence across various countries in the region. A unique opportunity has therefore arisen for established Wealth Managers to join this growing firm. This is an exciting chance to join a fully regulated, ethical company that...

  • Private Wealth Manager

    vor 5 Monaten


    Genf, Schweiz Click and Connect Online Limited Vollzeit

    Private Wealth Manager - Switzerland Geneva, Switzerland Favourable Commission and AMC splits. Our client, a well-respected Wealth Management firm headquartered in Europe, is expanding its presence across various countries in the region. A unique opportunity has therefore arisen for established Wealth Managers to join this growing firm. This is an exciting...


  • Genf, Schweiz Independent Resourcing Consultancy Ltd Vollzeit

    Private Wealth Manager – SwitzerlandGeneva, SwitzerlandFavourable Commission and AMC Splits.Our client, a well-respected Wealth Management firm headquartered in Europe, is expanding its presence across various countries in the region. A unique opportunity has therefore arisen for established Wealth Managers to join this growing firm. This is an exciting...


  • Genf, Schweiz JPMorganChase Vollzeit

    JOB DESCRIPTION This is an exciting opportunity for you to join a dynamic, diverse team within the Swiss market of J.P Morgan’s EMEA Private Banking business. 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...


  • Genf, Genf, Schweiz Click and Connect Online Limited Vollzeit

    Role OverviewWe are seeking an accomplished Financial Planner to join our esteemed team in Geneva, Switzerland. This pivotal role will enable you to engage with clients across the country, leveraging your expertise in lump sum investing, portfolio management, and retirement planning.About UsIndependent Resourcing Consultancy Ltd is a prominent financial...


  • Genf, Genf, Schweiz Click and Connect Online Limited Vollzeit

    A unique opportunity has arisen for a UK or equivalent qualified Financial Advisor with offshore experience to join our client, a well-respected Wealth Management firm headquartered in Europe.As a Strategic Wealth Expert for International Clients, you will be based in Switzerland and provide comprehensive financial advice to expatriate clients, focusing on...

  • Technical Advisor

    vor 1 Monat


    Genf, Schweiz WHO Vollzeit

    DESCRIPTION OF DUTIESUnder the supervision of the Team Lead, Partnerships, the incumbent will:Provide leadership and vision for Unitaid's work on CCSE which entails extensive collaboration across the Secretariat, and the provision of leadership to evolve guidance and ensure successful implementation of the CCSE strategy implementation plan.Collaborate across...