For one of our clients, we are looking for a Cross-Asset Investment Adviso Multi-Asset Investment Advisor FR / ENG 100% (m / f) For one of our clients, we are looking for a Cross-Asset Investment Advisor FR / ENG 100% in 100% permanent contract and based in Geneva. The collaborator will join the Investment Advisory & Portfolio Management of the bank. Multi-Asset Investment Advisor FR / ENG 100% (m / f) Our client is an international private bank well established in Switzerland and other international financial places. Description Joining the Advisory & Portfolio Management department; Supporting Senior Advisors and Private Bankers in the day-to-day management of client relationships and advisory activities; Coordination and tracking of investment orders and execution processes; Assistance with preparing investment proposals, portfolio reviews, and client presentations; Monitoring of portfolios, asset allocation, investment performance, and cash management activities; Ensuring accurate tracking of transactions, documentation, and internal processes; Participation in staffing the advisory desk, including planned market and customer monitoring; Conducting market research on various asset classes and investment themes; Assistance with investment selection and analysis; Providing ideas and recommendations for potential investment opportunities; Monitoring of financial markets, macroeconomic developments, and investment trends; Maintenance and updating of the advisory portfolio universe, watchlists, and reporting tools; Assisting with the preparation of investment publications, market commentary, and marketing materials; Support in the development of internal investment presentations and client communication materials; Reporting to the clients and the Management; Participation to the day-to-day in the office. Profile Graduated in Finance, Economy or Management; 3-5 years of experience in a similar advisory role in wealth management, private banking, investment advisory in Switzerland; Very good level on multi-asset classes for direct and indirect investments; Good commands in MS Office, banking softwares and IA tools; Very good language skills in French and in English; Client orientation and sense of advisory; Rigorous, organised, dynamic and professional; Sense of confidentiality. Job Offer Our client offers a 100% permanent within an international, dynamic and human-sized working environment. jidb02e7f2aen jit0728aen jpiy26aen
Multi-Asset Investment Advisor FR / ENG 100% Arbeitgeber: Michael Page Switzerland
Notre client, une banque privée internationale bien établie en Suisse, offre un environnement de travail dynamique et à taille humaine, idéal pour les professionnels cherchant à évoluer dans le secteur financier. Avec des opportunités de collaboration étroite avec le Front Office et une culture proactive du risque, les employés bénéficient d'une atmosphère stimulante qui favorise la croissance personnelle et professionnelle. De plus, la diversité linguistique et l'expertise en crédit permettent de travailler sur des opérations complexes tout en développant des compétences précieuses dans un cadre international.
