Investment Advisor
Sede
Svizzera, Ginevra, Geneva
Settore:
Industria mineraria
Ruolo:
Finanza/Contabilità/Revisione
Data ultimo aggiornamento: 17/04/2026 2026-07-17
attività
Descrizione annuncio
Votre mission :
Reporting to the CEO, and working closely with the Chief Investment Officer, you will advise HNWI and UHNW clients, manage multi-asset portfolios, and generate innovative, actionable investment solutions across equities, fixed income, hedge funds, and private markets. You will collaborate closely with internal specialists, provide portfolio analysis, and deliver clear market insights. This is a unique opportunity to join a growing boutique where your ideas and expertise directly shape the client experience.
Key Responsibilities:
- Advise HNWI/UHNWI clients on multi-asset portfolios, especially alternatives and private markets.
- Generate cross-asset, macro-informed investment ideas and actionable solutions.
- Collaborate with internal specialists to translate complex strategies into client-focused outcomes.
- Prepare and present portfolio reviews, performance analysis, and market insights.
- Support a small, agile team and contribute to the growth of the boutique firm.
Votre profil :
- University degree in Finance, Economics, or related field + recognized certification (CFA, CAIA, AZEK)
- Around 8-10 years' experience in Swiss private banking or boutique investment firms, with exposure to HNWI/UHNWI clients
- Multi-asset expertise, including alternatives and private markets
- Strong macro perspective and ability to deliver actionable, client-focused investment solutions
- Excellent interpersonal skills, commercial acumen, and results-oriented mindset
- Experience with Addepar a plus but not a must
- Fluent in English; good command of French
- Valid Swiss work permit
A propos de Finders SA :
Our client is a Geneva-based, FINMA-regulated boutique investment firm delivering tailored solutions across public markets, alternatives, and private markets. With a small, agile team, the firm offers a collaborative environment where investment ideas and client impact are at the forefront.
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Votre profil :
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Votre mission :
Are you recently graduated, with bilingual English, looking for a rewarding and exciting junior position? Are you excited to learn more about the world of trusts and private wealth? Perhaps you are a young person in your 1st job today and looking for your 2nd job? Remember it does not need to be in exactly the same field which makes this position rather refreshing and a rare front office opportunity, starting in admin support and working you way upwards from there over time and really carving out a career. In this role, you would trained and mentored - starting out on a broad and busy range of junior trust administration and compliance tasks, supporting a dynamic team. Over time, you would gradually take on more responsibility, learning what it takes to one day become a trustee with your own portfolio of clients.
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A Geneva-based, trusts & fiduciary services company with an excellent and long-standing reputation. A human-sized company offering some of the best quality in terms of work and ethics, as well as a dynamic place to work for like-minded individuals! Due to continuing increases in new business, our client has a new job opening as a junior trust administrator. A rare opportunity for an entry level applicant as full training will be given. Our client is offering a very challenging and exciting permanent role for a hard-working, bilingual English speaker, keen to discover the very interesting world of trusts. No previous experience necessarily required so making this a rather unique opportunity.
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Votre mission :
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Votre mission :
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