Investment Advisor

**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...

**Investment Advisor** Pour notre client, une banque privée de taille humaine, nous recherchons un(e) Investment Advisor, reporting direct au CIO. Vous aurez la possibilité d’évoluer au sein d’une équipe dynamique dans un établissement bancaire de taille humaine et d’envergure internationale. **1. Vos responsabilités** - Identification of...

Pour 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...

**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...

**About the role**: Fro our client, a Private Bank based in Geneva's Financial Place, we are looking for an Investment Advisor in order to strenghten their Portfolio Advisory Team due to strong growth. You will be responsible for advisory mandates clients in cooperation with RMs. **Job duties**: - Analysis and optimization of portfolios as well as...

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...

Nous recrutons pour le compte de notre client, Family Office de renom, un Investment Advisor (F/H). **Missions**: Effectuer la mise en place et le suivi des portefeuilles des clients privés et familles selon leurs besoins ; Analyser et effectuer un suivi continu des marchés ; Elaborer des stratégies d'investissement sur mesure ; Produire des propositions...

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...

**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...

Reconnue et incontournable depuis plus de 40 ans, Multi Personnel est une agence spécialisée dans la mise à disposition de personnel administratif et de cadres, temporaire et fixe, dans de nombreux secteurs économiques, tels que la banque, sociétés financières, multinationales, ONG, PME et institutions locales. Notre client, une banque privée...

Account Manager & Investment Advisor - Middle East (Temporary) At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. We are a globally active investment firm with Swiss roots, specialized in wealth management, active asset...

Bank Vontobel Geneva, SwitzerlandPosted 5 hours ago Permanent Competitive - Account Manager & Investment Advisor - Middle East (Temporary) - At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. - We are a globally active...

The Technical Advisor, Community Engagement supports the Global Fund’s work to maximize community engagement in line with the Global Fund’s Strategy. They provide support, coordination, and technical guidance for the Global Fund’s work on community engagement, working closely with the Senior Technical Advisor, Community Engagement. This position...

**Trainee Financial Advisor**: - Job Reference: 1554GVA - Date Posted: 23 April 2024 - Recruiter: Independent Resourcing Consultancy - Location: Geneva - Salary: On Application - Sector: Financial Advisers - Job Type: Permanent - Contact: Maria Inglis Our client, a distinguished financial services firm, is seeking a motivated Trainee Advisor who is eager...

Portfolio Advisor I UK Region Country: Switzerland **Participate in developing a cohesive Investment Advisory team for International Private Banking. Strengthen the investment solutions team in Switzerland, actively participate and contribute to the Private Bank’s Investment Committees and increase the support to the sales force. Ensure high service...

Portfolio Advisor I Latam Region Country: Switzerland **Job Description: Participate in developing a cohesive Investment Advisory team for International Private Banking. Strengthen the investment solutions team in Switzerland, actively participate and contribute to the Private Bank’s Investment Committees and increase the support to the sales force....

For an independent asset management company dedicated to institutional and professional investors, affiliated with a renowned international bank, we are looking for a Sales Specialist, Structured Products and Investment Solutions - German Speaker. - ** Business Development**: - Develop and implement a comprehensive sales strategy for structured products and...

**Your team**: - Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive range of services for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.- We are seeking to...

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...

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...