Aktuelle Jobs im Zusammenhang mit Investment Advisor - genève - Barclays
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Investment Advisor 100%
vor 2 Wochen
Genève, Schweiz Julius Baer VollzeitAt 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. As an Investment Advisor, you will play a pivotal role in driving investment excellence and client satisfaction. Acting as...
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Investment Advisor
vor 11 Stunden
Genève, Schweiz SYZ GROUP VollzeitBased in Geneva, you will serve as the investment representative of the Front team for advisory mandates and structured products. You will engage directly with clients of varying sizes and complexity, or through their respective Relationship Managers. In this role, you will promote investment ideas and act as a trusted partner to the Regional Head and...
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Investment Advisor
vor 3 Wochen
Genève GE, Schweiz WhatJobs VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
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Junior Investment Advisor
Vor 2 Tagen
Genève, Schweiz Mirabaud & Cie SA Vollzeit**Company Description** You have an entrepreneurial spirit and good connections with Entrepreneurs or wealthy families? Join Mirabaud! It is the perfect combination of a long-term vision, crafted during more than 200 years, 7 generations and the entrepreneurial culture that is still necessary to find solutions for our clients. At Mirabaud, everyone can...
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Alternative Investment Advisor
vor 1 Woche
Genève, Schweiz HSBC Private Bank VollzeitBeing part of HSBC in Switzerland, you’ll help evolve and grow our business. The jobholder will contribute to the distribution/facilitation of all alternative products (mostly private markets) and services to Private Banking. Are you interested ? Do you have clients and presentations skills ? Do you enjoy to be part of a cohesive team ? If you answered yes...
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Alternative Investment Advisor
vor 1 Woche
Genève, Schweiz HSBC Private Bank VollzeitBeing part of HSBC in Switzerland, you’ll help evolve and grow our business. The jobholder will contribute to the distribution/facilitation of all alternative products (mostly private markets) and services to Private Banking. Are you interested ? Do you have clients and presentations skills ? Do you enjoy to be part of a cohesive team ? If you answered yes...
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Investment Solution Sales
vor 2 Wochen
Genève, Schweiz CH005 Mercer Schweiz AG VollzeitDescription: Mercer Switzerland is seeking candidates for the following position in Zurich to support the growth of our investment team: Investments – Business Development–Switzerland (80 - 100 %) What can you expect? In this newly created position, you actively participate in the development of our investment activities in Switzerland. You’re...
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Advisor, Strategy and Policy
vor 2 Wochen
Genève, Schweiz The Global Fund VollzeitThe new Global Fund Strategy, Fighting Pandemics and Building a Healthier and More Equitable World: Global Fund Strategy (2023-2028), sets out how the Global Fund partnership aims to accelerate impact towards the 2030 horizon and contribute to a world free of the burden of AIDS, tuberculosis and malaria with better, more equitable health for all, as set out...
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Genève, Schweiz JPMorganChase VollzeitThis 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 constantly challenge...
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Genève, Schweiz JPMorganChase VollzeitThis 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 constantly challenge...
Investment Advisor
vor 2 Wochen
Job Description Purpose of the role To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service. Accountabilities Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance. Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings. Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage. . Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption. Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations. Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders. Participation in events, conferences, and other networking opportunities to showcase the product and generate interest. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave. Join us as an Investment Advisor in our Private Banking and Wealth Management team based in Geneva.As an Investment Advisor you will be responsible for advising clients and Relationship Managers on investment opportunities, ensuring solutions are both suitable and strategically aligned with client objectives, while maintaining the highest standards of regulatory compliance and risk awareness. Key Responsibilities: Client Data Analysis & ReportingCollect, analyze and interpret clients' financial data Develop tailored reporting and ad hoc analyses on portfolio performance, risks, and opportunities Implementation & Support within Investment AdvisoryContribute to the development and implementation of investment products and services, in coordination with investment advisors Provide analytical and technical support to investment advisors Build strong expertise in a wide range of investment solutions (equities, bonds, funds, alternative investments) Investment Advisory & Client SupportPrepare and deliver detailed investment proposals and presentations, tailored to clients' profiles, objectives, and risk appetite Monitor the performance of implemented investments Risk Management & ComplianceIdentify, assess and monitor investment risks across products and client portfolios Ensure strict compliance with regulatory requirements, local laws, and internal Barclays policies Document, escalate, and report anomalies or breaches in accordance with compliance procedures Essential Criteria: Fluent in English and French (spoken and written) Previous experience within financial services Deep understanding of investment products and financial markets Desirable Criteria: Fluency in German and/or Italian Strong commercial acumen with a client-focused mindset High attention to detail and analytical thinking Excellent multitasking and time management skills in a dynamic environment This role is based in Geneva.You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
