Investment Advisor

vor 2 Wochen


Geneve, Schweiz Finders SA Vollzeit

**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


  • Investment Advisor

    Vor 4 Tagen


    Geneve, Schweiz LS Partners Vollzeit

    **Responsibilities** - Deliver investment solutions to clients and investment proposals - Review constantly the clients portfolios - Deliver the bank view and asset allocation to clients and Client Advisor - Responsibility of the overall revenue generation - Support Client Advisors in Net New Asset generation process - Proactively leverage product...


  • Geneve, 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...


  • Geneve, Schweiz The Global Fund Vollzeit

    The Technical Advisor, CRG Regional Investment Support (Region), provides thought leadership and strategic guidance to Grant Management Division and regional portfolios for delivery on performance targets through addressing bottlenecks related to CRG and supporting effective implementation of related programs. The CRG Regional Technical Advisor, under the...

  • Investment Advisor

    vor 14 Stunden


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

  • Investment Advisor

    vor 14 Stunden


    Geneve, Schweiz LGT Gruppe Holding AG Vollzeit

    Category- Portfolio Advisory- Workload- Full Time ( 80%)- Posted on- 3 February 2023**About us****: LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients. With around 600...

  • Investment Advisor

    vor 14 Stunden


    Geneve, Schweiz LS Partners Vollzeit

    **Requirement**: Extensive knowledge and affinity with financial, economic, and global capital markets. Profound understanding of investment products and the ability to execute trades for equities, derivatives, fixed income, bonds, warrants, and mutual funds. Strong focus on client service, business development, and relationship management. Recent...


  • Geneve, Schweiz JPMorgan Chase & Co Vollzeit

    **JOB DESCRIPTION** For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class...


  • Geneve, 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 a disciplined and active management of client assets and aims at achieving consistent and risk-adjusted...


  • Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and...


  • Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to UHNW individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and...


  • Geneve, Schweiz The Global Fund Vollzeit

    Value for Money (VfM) is a key principle guiding Global Fund’s investment in countries to maximize sustainable and equitable impact of its investment in combating HIV, TB and Malaria. In close collaboration with internal teams and external partners and under the supervision of the Senior Advisor, Value for Money, the Advisor, Value for Money plays a key...

  • Technical Advisor, Gender

    vor 14 Stunden


    Geneve, Schweiz The Global Fund Vollzeit

    The Technical Advisor, Gender supports the Secretariat’s work on gender, collaborating across the Secretariat and with external partners. They provide support, coordination and technical guidance to ensure gender considerations are integrated throughout Global Fund processes, procedures, structures, and investments. They provide in depth technical...


  • Geneve, Schweiz Lombard Odier & Cie Vollzeit

    A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all...


  • Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    Please refer to our ReEntry Overview page for further information regarding the Program **Asset and Wealth Management**: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and...


  • Geneve, Schweiz The Global Fund Vollzeit

    The Disease Advisor, HIV supports the Head of HIV by providing strategic guidance on HIV Differentiated Service Delivery (DSD), across the Secretariat and in engaging with external partners. They coordinate the HIV Differentiated Service Delivery Strategic Initiative and ensure alignment of interventions with matching funding and grants while ensuring...

  • Mental Health Advisor

    Vor 7 Tagen


    Geneve, Schweiz Médecins Sans Frontières Suisse Vollzeit

    **Context & Mission**: Médecins Sans Frontières is an independent, international medical and humanitarian organization that provides care to people in need, people affected by natural or man-made disasters, and victims of armed conflict, without discrimination and without regard to race, religion, creed or political affiliation (MSF Charter). The...

  • Medical Advisor

    Vor 7 Tagen


    Geneve, Schweiz Médecins Sans Frontières Suisse Vollzeit

    **Context & Mission ***: Médecins sans Frontières (MSF) is an independent humanitarian organization providing medical aid to victims of man-made or natural disasters, epidemics and endemics. Its Operational Centre in Geneva is responsible for medical assistance programmes in 24 countries. In the MSF Operational Centre of Geneva (OCG), the steering and...

  • Relationship Manager

    Vor 6 Tagen


    Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **RELATIONSHIP MANAGER - Nordics** For our client, a human sized Zurich based private bank, we are currently looking for a Relationship Manager to cover the Nordic markets. The Relationship Manager will be working within the bank’s Wealth Management department. We are looking for a person who is eager to develop herself as a Relationship Manager and to...


  • Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **ASSOCIATE RELATIONSHIP MANAGER - Swiss German** For our client, a human sized Zurich based private bank, we are currently looking for a Relationship Manager. The Relationship Manager will be working within the bank’s Wealth Management department. We are looking for a person who is eager to develop herself as a Relationship Manager and to contribute to...


  • Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. **Job...