Head of Advisory

vor 1 Woche

Genf, Genf, Schweiz Ur-Capital Vollzeit CHF 90'000 - CHF 120'000 pro Jahr

Job Description

Nous recherchons un Head of Advisory expérimenté pour superviser nos services de conseil en investissement pour clients internationaux et locaux. Ce rôle clé vise à renforcer les relations clients, influencer les stratégies d'investissement et garantir la performance des portefeuilles.

Missions :

  • Gestion des relations clients : Développer des relations de conseil personnalisées, en collaboration avec les banquiers privés et l'équipe stratégique.
  • Expertise en investissement : Contribuer à l'exécution des stratégies d'investissement et assurer la conformité des portefeuilles.
  • Amélioration de la plateforme de conseil : Piloter le développement des services de conseil et contribuer à la création de contenu pour la visibilité du service.
  • Performance et reporting : Garantir la qualité des portefeuilles et contribuer à l'atteinte des objectifs financiers de l'équipe.
  • Connaissance du marché : Analyser les besoins des investisseurs et collaborer avec les équipes internes pour aligner les stratégies sur les opportunités du marché.

Votre Profil  :

  • 8 à 12 ans d'expérience en conseil en investissement ou gestion de patrimoine, idéalement en banque privée.
  • Diplôme en finance ou domaine connexe, CFA/CAIA souhaité.
  • Maîtrise de l'anglais et du français, excellentes compétences en communication.
  • Forte capacité organisationnelle et gestion de projet.

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