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 proposals
- Prepare and present investment recommendations, portfolio reviews and client reports
- Monitor client portfolios in line with each client's risk profile and investment objectives as per the FINMA requirements
- Generate investment ideas across equities, fixed income, alternatives, private markets and real estate
- Accompany private bankers in client meetings and contribute to business development
- Ensure all advice complies with FinSA (LSFin) suitability and documentation requirements
Your profile
- University degree in finance, economics or a related field
- Recognized certification (CFA, CAIA, AZEK / CIIA or equivalent) is a plus
- Open 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 office
- Proven experience with HNWI / UHNWI clients
- Solid knowledge of financial markets, multi-asset portfolios and alternative investments
- Good understanding of the Swiss regulatory framework (FINMA, FinSA / FinIA)
- Strong ability to build and present a convincing investment case
- Fluent in French and English; any other language is a plus
- Swiss residence or valid Swiss work permit
What we offer
- A key role in a boutique firm with direct access to management
- Real responsibility and a broad investment scope
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Investment Advisor in Genf Arbeitgeber: Swiss Finance Management International SA
Swiss Finance Management International SA (SFM) bietet eine herausragende Arbeitsumgebung in Genf, die sich durch ein engagiertes Team und eine kollegiale Kultur auszeichnet. Als Investment Advisor haben Sie die Möglichkeit, mit vermögenden Privatkunden zusammenzuarbeiten und maßgeschneiderte Anlagestrategien zu entwickeln, während Sie von umfangreichen Weiterbildungsmöglichkeiten und einem klaren Karrierepfad profitieren. Die Kombination aus einem dynamischen Arbeitsumfeld und der Unterstützung durch erfahrene Kollegen macht SFM zu einem attraktiven Arbeitgeber für alle, die eine sinnvolle und erfüllende Karriere im Finanzsektor anstreben.
Kontaktdaten:
Swiss Finance Management International SA Recruiting-Team
