Investment Consultant, Geneva
Vor 2 Tagen
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Schroders, with headquarters in London, employs over 6100 talented people worldwide, operating in 38 different locations across Europe, the Americas, Asia, the Middle East and Africa, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.
Schroders in Switzerland is a renowned Financial Institution with around 400 employees located in Zurich and Geneva. For our private clients, we provide tailor-made investment solutions and complementary financial services. We invest in a broad range of asset classes across equities, fixed income, multi-asset and alternatives. We also specialize in providing high-quality private equity solutions to our clients.
As an Investment Consultant, you will be responsible for providing expert advice and guidance to our clients on a range of investment strategies. You will play a key role in shaping our investment offerings while ensuring our clients' investment objectives are met. The role is based in Geneva.
Key Responsibilities:
- Provide direct and indirect investment advice on all asset classes to clients based in Switzerland, UK, Europe, and the Middle East.
- Provide and generate investment ideas, portfolio reviews, and sales material to Relationship Managers and clients.
- Provide advisory and discretionary investment management services alongside relationship managers.
- Prepare documents and presentations for client meetings and pitches.
- Proactively oversee advisory mandates.
Requirements & Qualifications:
- At least 5+ years proven experience in an investment consulting or related role within the wealth management industry.
- Higher finance education or specialized finance qualifications (CFA, AZEK, CAIA) are an advantage.
- Deep knowledge about all asset classes and investment instruments.
- High level of interpersonal skills, ability to discuss and present complex investment matters clearly to clients and RMs.
- High IT skills including programming languages or AI, Excel, Refinitiv, Data Stream.
- Excellent communication and presentation skills in English and French; Spanish is a plus.
- Ability to work collaboratively in a team-oriented environment.
We offer a challenging, diverse and supportive working environment as well as modern employment conditions in an international, dynamic, and entrepreneurial environment. The office is located at Rue du Jargonnant 2, only 15 minutes from the Geneva Cornavin station.
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristics.
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