Swiss Finance Management International SA (SFM) in Geneva is seeking an Investment Advisor to join a boutique team. You will advise HNWI/UHNWI clients, build tailored multi-asset proposals and present egaging investment recommendations in line with FINMA rules.You will monitor portfolios, prepare client reports, and participate in meetings with private bankers to support business development, while ensuring FinSA suitability and documentation standards are met. #J-18808-Ljbffr
Kontaktdaten:
Swiss Finance Management International SA Recruiting-Team
