Investment Advisor - Private Banking (Fixed-term contract)

Our client is a leading, global bank, recognized for the strength of its business model, quality governance, and premium positioning in wealth management. With a human-scale Geneva private banking office, our client stands out for its high standards, entrepreneurial culture, close client relationships, and a work environment that values expertise, commitment, and collaboration.

Investment Advisor - Private Banking (Fixed-term contract)

On a temporary basis, to start soon, our client (a leading private bank in Geneva, with close-knit human-sized team), is seeking an intermediate-level Investment Advisor/Portfolio Manager with strong knowledge of Avaloq and cross-assets .Develop and provide investment recommendations, as well as portfolio and performance analyses, in compliance with regulatory and tax frameworks. Manage client relationships proactively for advisory and discretionary mandates.Generate and structure multi-asset investment ideas in close coordination with internal specialist teams. Design and present thematic investment solutions for wealth management advisors.

• University degree in finance, economics, or a related field (HEC or equivalent) and/or recognized certification (CFA, AZEK)
• Around 4-6 years+ of proven experience in a similar role within Swiss private banking
• Direct exposure to managing HNWI/UHNWI private clients as an investment advisor and/or portfolio manager (cross-assets)
• Strong expertise in financial markets and ability to lead high-level investment discussions.
• Excellent interpersonal skills, strong commercial sense, and results-oriented
• Avaloq experience an absolute must
• Fluent in English; French a nice to have
• Free to start this 3-4 month+ temporary role/fixed term contract
• Valid Swiss work permit; frontalier OK

Avenue du Théâtre 7 1005 Lausanne