Aktuelle Jobs im Zusammenhang mit Investment Advisor - Geneva - SYZ SA
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Investment Advisor
vor 2 Wochen
Geneva, Schweiz Banque Lombard Odier & Cie SA VollzeitWer sich für eine Karriere bei Lombard Odier entscheidet, ist für einen renommierten, globalen Vermögensverwalter und Asset Manager tätig, der sich auf nachhaltige Investitionen fokussiert. Wir sind eine unabhängige und innovative Bank erster Wahl für private und institutionelle Kunden. Unsere Gruppe ist eine der bestkapitalisierten weltweit. Wir...
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Investment Advisor
Vor 7 Tagen
Geneva, Schweiz Lombard Odier 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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Investment Advisor
vor 3 Wochen
Geneva, Schweiz Lombard Odier 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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Investment Advisor
vor 2 Wochen
Geneva, Schweiz Lombard Odier 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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Investment Advisor
vor 2 Wochen
Geneva, Schweiz Lombard Odier 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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Alternative Investment Advisor
vor 18 Stunden
Geneva, 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 3 Wochen
Geneva, 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 Manager
vor 1 Woche
Geneva, Schweiz UR Capital VollzeitA Swiss company specialized in real estate and construction is experiencing strong growth and is currently seeking an Investment Advisor for its Geneva office. This senior-level position is available immediately. Responsibilities: Manage, develop, and proactively enhance real estate assets or portfolios. Coordinate, lead, and implement the entire value...
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Account Manager Middle East
vor 3 Wochen
Geneva, Schweiz Michael Page - Switzerland VollzeitAbout Our Client A Private Bank. Job Description Key Responsibilities Manage and grow a portfolio of HNW/UHNW Middle East clients Deliver bespoke advisory services (investments, products, wealth solutions) with the investment advisor Identify cross-selling opportunities and drive business development Oversee operations and ensure regulatory compliance for...
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Pricing Manager
vor 2 Wochen
Geneva, Schweiz Banque Pictet & Cie SA VollzeitYour team Pictet Wealth Management combines more than 220 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services. You will be part of a stimulating work...
Investment Advisor
vor 2 Wochen
Based 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 Relationship Managers, aligning client needs with our wealth management offering. You will play a key role in designing investment solutions tailored to client objectives and actively support RMs in client acquisition and development. You are an investor at heart, passionate about markets and investments, with the ability to translate complex macro and microeconomic topics into clear, actionable insights. You adapt to diverse private client profiles and levels of expertise, earning their trust by acting as a true partner. Key responsibilities Structured Product activity: Support the Structured Product team by providing accurate and timely pricing to the Front. Help in managing the full product lifecycle, including daily monitoring, redemption notifications, secondary market opportunities, and roll or switch proposals. Contribute to the development and animation of the structured product offering through idea generation, market intelligence, and collaboration with research teams. Ensure seamless execution across all stages of the process — from pricing and RFQs to post-trade activities (term sheet validation, booking, instrument setup), as well as invoicing and P&L reconciliation. Promote the structured product asset class internally by educating relationship managers and supporting the use of pricing tools when appropriate. Build and maintain strong relationships with counterparties, overseeing onboarding processes including KYC and contractual documentation Investment Advisory: Provide personalised investment advice within the client risk profile framework, be it on their tactical asset allocation or bottom-up approach. Act as partner for the Regional Head in the tracking of Advisory ideas and their penetration in the clients portfolios, gathering needs from bankers and coming with proposals to address our RMs and clients needs. Contribute to generating investment ideas leveraging on the various internal specialists in all asset classes: equities, fixed income, FX/metals, derivatives, private markets, etc. You actively contribute in the feedback loop with our research team, in order to have investment ideas matching client needs. Be able to promote the house view, recommended investment solutions, and coach the RMs in solving complex investment challenges. Your profile Education: Master’s in finance or equivalent Professional Experience required: Min 5 years in a similar rolewith a very good knowledge on Structured Products Soft skills: Creative and entrepreneurial mindset, combined with strong team spirit Ability to clearly articulate and pitch the technical aspects of asset classes Strong client focus, demonstrating involvement and initiative Excellent listening and consultative selling skills, with adaptability to client needs Capability to make timely, well-reasoned investment decisions, balancing fact-based analysis with intuition, information, and experience High standards of professionalism and integrity Pragmatic and results-oriented approach Resilient under pressure, able to thrive in a fast-paced, changing environment Meticulous attention to detail, with strong analytical skills, intellectual curiosity, and proactive attitude Technical skills: Excellent financial market knowledge (macro, asset classes and instruments). Languages: Fluency in French and English, Portuguese is a plus, written and oral
