Aktuelle Jobs im Zusammenhang mit Investment Advisor - genève - SYZ GROUP
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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 13 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 3 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
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. Responsabilités principales 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. Profil 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
