Senior Investment Consultant in Genf

Your Role

• Provide tailor-made multi-asset-class investment advice to UHNWI clients, Family Offices and sophisticated Private Banking customers across different regions




• Construct and monitor investment portfolios, advising on asset allocation and strategic / tactical investments across all asset classes




• Maintain regular client interaction via phone, email, and physical meetings




• Analyze financial markets to develop and monitor client investment strategies




• Work with the global Investment Consulting team to initiate investment ideas and engage with Private Banking teams to grow the investment consulting business

Your Profile

• Master’s degree in business / finance or a related field; CFA is a plus




• Minimum 10 years of client-facing experience in a senior investment advisory function within the private banking industry




• In-depth knowledge of financial instruments across all asset classes




• Knowledge in Regulatory Framework (MiFID, etc.)




• Proficiency in Excel, PowerPoint, and Bloomberg; experience with Avaloq is preferred




• Strong communication and presentation skills, flexibility, reliability, and the ability to work under pressure




• Excellent English (written and spoken) is mandatory; additional languages are appreciated

Your Benefits

• Entrepreneurial spirit in a family owned bank




• Central city office locations across Switzerland




• Above average insurance coverage fully borne by the bank




• Contribution to health insurance and meal allowance




• Global growth strategy and stable environment




• Competitive offering

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