Senior Investment Advisor

For one of our clients, a well-established financial institution based in Geneva, we are looking for a:

SENIOR ADVISORY PORTFOLIO MANAGER

Job description

• Provide proactive investment advice to clients holding Active Advisory mandates, ensuring regular interactions and high-quality, tailored recommendations.
• Monitor financial markets and client portfolios to identify investment opportunities and potential risks.
• Ensure portfolios remain aligned with the overall investment strategy, asset allocation framework, approved investment universe and internal guidelines.
• Analyse portfolio performance, risk exposure and investment suitability in line with each client’s profile and objectives.
• Prepare and present customised investment proposals for existing and prospective clients.
• Contribute actively to investment meetings by sharing market views and actionable investment ideas.
• Support the development of the client base towards Advisory mandates.
• Oversee operational aspects such as order execution, account monitoring and reporting.
• Ensure full compliance with internal policies as well as regulatory requirements.
• Work closely with Relationship Managers and Wealth Management teams, including participation in client meetings as an investment specialist.

Required profile

• University degree in Finance, Economics or a related field.
• Professional certifications such as CFA, CAIA, CWMA or equivalent are highly desirable.
• Minimum 10 years of experience in a similar role, ideally within Advisory and/or Portfolio Management in a Private Banking environment.
• Strong expertise in global asset allocation across all major asset classes, including Cash & Treasury, Fixed Income, Equities, Alternatives and derivatives.
• Solid knowledge of investment solutions, including structured products.
• Good understanding of key currencies (EUR and USD required; CHF and GBP are a plus).
• Proven ability to work with banking IT platforms, including suitability and cross-border checks.
• Sound knowledge of MiFID and FinSA regulatory frameworks.
• Fluent in English; Spanish and/or Italian required. French or German is an advantage.
• Swiss residency is mandatory.

All files will be treated with the utmost confidentiality.