Multi-Asset Investment Advisor FR / ENG 100%

Michael Page Switzerland· Genève· EURES· zveřejněno 10. 07. 2026
Nutné:FinTechSenior

For one of our clients, we are looking for a Cross\-Asset Investment Adviso Multi\-Asset Investment Advisor FR / ENG 100% (m / f) For one of our clients, we are looking for a Cross\-Asset Investment Advisor FR / ENG 100% in 100% permanent contract and based in Geneva. The collaborator will join the Investment Advisory \& Portfolio Management of the bank. Multi\-Asset Investment Advisor FR / ENG 100% (m / f) Our client is an international private bank well established in Switzerland and other international financial places. Description Joining the Advisory \& Portfolio Management department; Supporting Senior Advisors and Private Bankers in the day\-to\-day management of client relationships and advisory activities; Coordination and tracking of investment orders and execution processes; Assistance with preparing investment proposals, portfolio reviews, and client presentations; Monitoring of portfolios, asset allocation, investment performance, and cash management activities; Ensuring accurate tracking of transactions, documentation, and internal processes; Participation in staffing the advisory desk, including planned market and customer monitoring; Conducting market research on various asset classes and investment themes; Assistance with investment selection and analysis; Providing ideas and recommendations for potential investment opportunities; Monitoring of financial markets, macroeconomic developments, and investment trends; Maintenance and updating of the advisory portfolio universe, watchlists, and reporting tools; Assisting with the preparation of investment publications, market commentary, and marketing materials; Support in the development of internal investment presentations and client communication materials; Reporting to the clients and the Management; Participation to the day\-to\-day in the office. Profile Graduated in Finance, Economy or Management; 3\-5 years of experience in a similar advisory role in wealth management, private banking, investment advisory in Switzerland; Very good level on multi\-asset classes for direct and indirect investments; Good commands in MS Office, banking softwares and IA tools; Very good language skills in French and in English; Client orientation and sense of advisory; Rigorous, organised, dynamic and professional; Sense of confidentiality. Job Offer Our client offers a 100% permanent within an international, dynamic and human\-sized working environment. jpidb02e7f2jm jpit0728jm jpiy26jm