Investment Advisor
vor 7 Stunden
Job DescriptionInvestment Advisor - Cross-AssetFor our client, a mid-sized private bank, we are seeking an Investment Advisor Cross Asset, reporting directly to the CIO.You will have the opportunity to evolve within a dynamic team in a human-scale institution with an international presence.ResponsibilitiesIdentify investment opportunities and write investment ideas across all asset classesPrepare and conduct investment idea and sales meetings with Relationship Managers (RMs) and clientsPerform portfolio reviews and make investment proposals aligned with clients' risk profiles and investment objectivesProvide full support to RMs and External Asset Managers (EAMs) for all investment-related questions and research (across all asset classes)Demonstrate strong knowledge of structured products and option strategiesPerform controls on advisory accounts for risk management purposesActively participate as a member of the Investment CommitteeProfile and Required SkillsMaster's degree in Finance, CFA / CAIA or equivalent qualificationMinimum 5+ years of experience in a similar role within private banking or wealth management in Switzerland, CWMA certification a +Strong expertise in equity analysis, security selection, and portfolio management.Broad understanding of financial markets, asset classes, and investment productsProven ability to translate investment views into actionable trading strategies for client portfolios.Experience with derivatives trading as part of effective portfolio management.Solid understanding of the Fixed Income and Securities environment (CH, EU, and US).In-depth knowledge of micro and macro valuation drivers, as well as market sentiment, positioning, and technical analysis.Excellent communication skills to convey market insights and investment perspectives to internal and external stakeholders.Team player, analytical, entrepreneurial, innovative, and reliableFluent in English, French and Spanish an assetExcellent communication skillsCH / EU nationality required
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Investment Advisor
vor 7 Stunden
Geneva, Schweiz Barclays VollzeitJob DescriptionPurpose of the roleTo 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. AccountabilitiesProvision of SME expertise on specific products and services to customers and...
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Investment Advisor
vor 4 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 Stunden
Geneva, Schweiz Lombard Odier Group 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 Tagen
Geneva, Schweiz SYZ SA VollzeitPurpose of the role: Based in Geneva, you are the investment face of the Front team regarding advisory mandates. You will interact directly with clients of different sizes and complexity levels, or through their respective relationship managers. As such you will promote investment ideas and act as a partner for the Regional Head and Relationship Managers...
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Investment Advisor
vor 4 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 4 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 4 Tagen
Geneva, Schweiz SYZ SA 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 1 Woche
Geneva, Schweiz SYZ SA 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 7 Stunden
Geneva, 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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Junior Investment Advisor
vor 7 Stunden
Geneva, Schweiz Mirabaud & Cie SA VollzeitCompany DescriptionYou have an entrepreneurial spirit and good connections with Entrepreneurs or wealthy families? Join MirabaudIt 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 have an...
