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Investment Advisor
Suiza, GinebraSuiza, Ginebra

Investment Advisor

Fecha de publicación 10.06.2026

Job Description

Investment Advisor - Wealth Management

For our client, a boutique Swiss private bank, we are seeking an Investment Advisor reporting directly to the Head of Investment Advisory.

This is an opportunity to join a dynamic team within a human-sized banking institution that combines a personalized approach with an international presence, offering excellent prospects for professional growth and development.

1. Your responsibilities
  • Identification of Investment opportunities and writing of investment ideas for all asset classes
  • Monitor and manage advisory accounts across all asset classes including equities, fixed income, FX and alternatives.
  • Prepare and present investment proposals tailored to clients' risk profiles, objective and constrains.
  • Portfolio review and investment proposals in line with clients' risk profile and investment objectives
  • Price, structure and explain derivative strategies including options and structured products.
  • Active participation in the Investment Committee. Contribute to the investment team in generating ideas, identifying opportunities
  • Open to integrating AI tools into day to day workflows to automate operational and manual tasks, improving efficiency and scalability.

2. Your profile
  • Master's degree in finance, CFA / CAIA or equivalent
  • Minimum 5 years experience as an Advisor for WM clients
  • Broad understanding of financial markets, asset classes and investment products
  • Team-player, analytical, entrepreneurial, innovative, reliable
  • English fluent, Spanish or Portuguese a strong +
  • Excellent communication skills
  • Valid Swiss Residency

Nos esforzamos por disponer de información fiable sobre cada trabajo. Por favor, díganos si nos hemos equivocado en algo o si encontraste algún problema técnico.

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