Aktuelle Jobs im Zusammenhang mit Junior Investment Advisor 100 - genève - Julius Baer
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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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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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Reporting / Junior Investment Analyst
vor 1 Woche
Genève, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities. Reporting / Junior...
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Reporting / Junior Investment Analyst
vor 1 Woche
Genève, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior...
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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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Investment Advisor
vor 17 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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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 Analyst
vor 1 Woche
Genève, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities. Reporting / Junior...
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Investment Analyst
vor 1 Woche
Genève, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior...
Junior Investment Advisor 100
vor 2 Wochen
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. Support senior Investment Advisors and Relationship Managers in delivering high-quality investment advice and portfolio solutions to private clients. Gain hands-on exposure to advisory processes and financial markets with the objective of progressing to a full Investment Advisor role within 2–3 years.YOUR CHALLENGE Support Senior Investment Advisors in monitoring and analysing client portfolios Conduct market and product research to support advisory recommendations Prepare investment proposals, performance reviews, and tailored presentations Contribute to acquisition and retention of mandate solutions Collaborate with Research, Product Solutions, Wealth Planning, and other teams to support holistic client solutions Prepare sales material, pitches, and event content Ensure accurate documentation and compliance with MiFID II / FIDLEG regulations Support monitoring of portfolio suitability and risk alignment YOUR PROFILE Some practical experience in banking or asset management, including internships or traineeships Master degree in Economics, Finance, or related field, CFA is a plus Passion for economics and investment, solid theoretical understanding of asset classes and investment products Analytical, detail-oriented, and eager to learn Team player with excellent interpersonal and communication skills Total fluency in French and English, is mandatory (excellent written and oral skills) Additional languages (German, Italian, Arabic, etc.) are an advantage Career Progression Build technical knowledge products and portfolio management Gain exposure to client relationships and advisory processes Progress to become an Investment Advisor within 2-3 years, with responsibility for own portfolios and business development We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate
