Investment Advisor

Vor 7 Tagen

Fribourg, 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 corporate culture and a banking employer of choice on the Geneva market

**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
- Active networking with relationship managers and internal product specialists

**Profile**:

- University degree or equivalent
- 5 years+ of relevant practical experience in investment advisory, portfolio management or fund management
- This is a mid-level position in terms of seniority
- A must: the Russian language as well as fluent English; at least some knowledge of French
- Happy to be part of a small team
- Further financial analytical training and/or certifications a strong plus (CFA, AZEK, CIIA, CAIA etc.)
- Deep knowledge and experience cross-assets
- Passionate about developing client-specific investment concepts
- Strong EQ and warm, human values
- Well-groomed manners and professional appearance in front of demanding private clients
- Strong analytical skills as well as a solution-oriented, business mindset
- A client-oriented personality who can show empathy and EQ - excellent interpersonal skills
- Swiss resident only and in possession of a valid work permit or eligible

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