Investment Advisor
vor 11 Stunden
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 principalesStructured 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 documentationInvestment 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.ProfilEducation: Master's in finance or equivalentProfessional Experience required: Min 5 years in a similar rolewith a very good knowledge on Structured ProductsSoft skills:Creative and entrepreneurial mindset, combined with strong team spiritAbility to clearly articulate and pitch the technical aspects of asset classesStrong client focus, demonstrating involvement and initiativeExcellent listening and consultative selling skills, with adaptability to client needsCapability to make timely, well-reasoned investment decisions, balancing fact-based analysis with intuition, information, and experienceHigh standards of professionalism and integrityPragmatic and results-oriented approachResilient under pressure, able to thrive in a fast-paced, changing environmentMeticulous attention to detail, with strong analytical skills, intellectual curiosity, and proactive attitudeTechnical skills: Excellent financial market knowledge (macro, asset classes and instruments).Languages: Fluency in French and English, Portuguese is a plus, written and oral
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Investment Advisor
vor 11 Stunden
Geneva, Schweiz Optima Partners VollzeitJob 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...
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Investment Advisor
vor 11 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 11 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 5 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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Junior Investment Advisor
vor 11 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...