Swiss Finance Management International SA (SFM) is a FINMA-regulated wealth and asset management company based in Geneva since 2007, serving HNWI, UHNWI and institutional clients. To support our growth, we are looking for an Investment Advisor to join our team.Your role:Advise HNWI and UHNWI clients and build tailored, multi-asset investment proposalsPrepare and present investment recommendations, portfolio reviews and client reportsMonitor client portfolios in line with each client's risk profile and investment objectives as per the FINMA requirementsGenerate investment ideas across equities, fixed income, alternatives, private markets and real estateAccompany private bankers in client meetings and contribute to business developmentEnsure all advice complies with FinSA (LSFin) suitability and documentation requirementsYour profileUniversity degree in finance, economics or a related fieldRecognized certification (CFA, CAIA, AZEK / CIIA or equivalent) is a plusOpen minded and ready to work in a family sized team environment(3 to 5) years of experience in Swiss private banking, an independent asset manager or a family officeProven experience with HNWI / UHNWI clientsSolid knowledge of financial markets, multi-asset portfolios and alternative investmentsGood understanding of the Swiss regulatory framework (FINMA, FinSA / FinIA)Strong ability to build and present a convincing investment caseFluent in French and English; any other language is a plusSwiss residence or valid Swiss work permitWhat we offerA key role in a boutique firm with direct access to managementReal responsibility and a broad investment scope #J-18808-Ljbffr
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Swiss Finance Management International SA Recruiting-Team
