Your RoleProvide tailor-made multi-asset-class investment advice to UHNWI clients, Family Offices and sophisticated Private Banking customers across different regionsConstruct and monitor investment portfolios, advising on asset allocation and strategic / tactical investments across all asset classesMaintain regular client interaction via phone, email, and physical meetingsAnalyze financial markets to develop and monitor client investment strategiesWork with the global Investment Consulting team to initiate investment ideas and engage with Private Banking teams to grow the investment consulting businessYour ProfileMaster’s degree in business / finance or a related field; CFA is a plusMinimum 10 years of client-facing experience in a senior investment advisory function within the private banking industryIn-depth knowledge of financial instruments across all asset classesKnowledge in Regulatory Framework (MiFID, etc.)Proficiency in Excel, PowerPoint, and Bloomberg; experience with Avaloq is preferredStrong communication and presentation skills, flexibility, reliability, and the ability to work under pressureExcellent English (written and spoken) is mandatory; additional languages are appreciatedYour BenefitsEntrepreneurial spirit in a family owned bankCentral city office locations across SwitzerlandAbove average insurance coverage fully borne by the bankContribution to health insurance and meal allowanceGlobal growth strategy and stable environmentCompetitive offering #J-18808-Ljbffr
Senior Investment Consultant in Genève Arbeitgeber: J. Safra Sarasin
J. Safra Sarasin ist ein hervorragender Arbeitgeber, der eine dynamische und unterstützende Arbeitsumgebung in der Schweiz bietet. Mit einem starken Fokus auf Mitarbeiterentwicklung und Weiterbildungsmöglichkeiten fördert das Unternehmen eine Kultur des kontinuierlichen Lernens und der Zusammenarbeit. Die Möglichkeit, an innovativen, regelbasierten Equity-Strategien zu arbeiten, macht diese Position besonders attraktiv für aufstrebende Talente im Finanzsektor.
