Investment Advisor
Sede
Svizzera, Ginevra, Geneva
Settore:
Banca e servizi finanziari
Ruolo:
Servizi finanziari/Gestione patrimoniale
Data ultimo aggiornamento: 01/07/2026 2026-10-01
attività
Descrizione annuncio
Description of the company
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.
Role & Responsibilities
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.
Candidate Profile
- 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
Vedi dettagli
Tipo di contratto: Contratto a tempo indeterminato
Mappa
Powered by
Altri annunci di lavoro pubblicati da questa azienda: LOADING...
Annunci di lavoro correlati
Senior Private Banker - Middle East - Geneva
Ginevra, Geneva - Finders SA
Description of the company
Our client is a distinguished Swiss private bank anchored in strong family values and entrepreneurial spirit, known for its bespoke wealth solutions, independence, and client‑centric approach. With a human‑sized, collegial headquarters in Geneva and additional Swiss offices, the bank combines the agility and personalised service of a family‑run institution with the resources and expertise of a leading private bank. It is committed to building long‑term partnerships grounded in trust, transparent communication, deep market knowledge, and sustainable value creation for its clients.
Role & Responsibilities
The bank is seeking a seasoned Private Banker focused on the Middle East markets This acquisition role is designed for a hunter banker with an existing network and proven ability to originate and grow high‑value relationships. You will benefit from a supportive environment that prioritises strategic client development, personalised advice, and long‑term relationship management within a stable and ethical culture.
Duties to include, but not limited to:
• Developing and managing long‑term relationships with UHNW clients, family offices, and entrepreneurs from the Middle East.
• Provide trusted, bespoke advice in collaboration with Investment Advisors and Portfolio Managers.
• Leverage the bank's open‑architecture and client‑first ethos to deliver tailored wealth management solutions.
• Drive client acquisition and contribute to growth by effectively deploying your network and market expertise.
This role offers the chance to join a Swiss private bank distinguished by a long-established and reputable entrepreneurial culture, as well as a client‑centred wealth management philosophy. You will have the time and platform to develop and grow your client base within a trusted institution that values long‑term relationships, bespoke solutions, and sustained professional success.
Candidate Profile
• 10+ years' experience as a Private Banker/Relationship Manager with a strong track record in the Middle East market.
• Existing portfolio/network in the GCC, KSA, Turkey or wider region.
• Deep understanding of Swiss wealth management, risk awareness, and regulatory frameworks.
• Strong communication, persuasion, and relationship building skills.
• Team‑oriented yet independently driven
• Professional certifications (e.g., CFA, CAIA, SAQ Wealth) are advantageous.
• Valid work permit rights.
...
01/07/2026
Nuovo!
Digital Banking Support (DE/EN/FR/IT/ES)
Zurigo, Zürich - Manpower
Experis® is a global leader in IT professional resourcing, permanent recruitment, project solutions, and managed services. With over 25 years of experience in Switzerland and offices in Zürich, Basel, and Geneva, we connect top IT talent with leading companies. Our mission is to help professionals unlock their potential and thrive in dynamic, future-ready careers.
Location: Zurich
Start date: ASAP
Languages (Mandatory): German, English, French & Italian/Spanish
Key Responsibilities
- Provide expert-level support and guidance on digital banking tools including online banking, mobile banking apps, and other e-channel services.
- Assist internal staff and external clients in resolving technical or functional issues related to digital platforms.
- Serve as a point of contact for escalation regarding digital banking functionalities, security features (e.g., authentication methods), and system navigation.
- Deliver training sessions and create instructional materials to enhance user proficiency across various digital tools.
- Collaborate with IT, customer service, and product development teams to relay feedback and improve overall service quality. Qualifications
- In-depth knowledge of digital banking systems and cybersecurity practices.
- Strong communication skills to explain technical concepts clearly to nontechnical users.
- Problem-solving abilities with a structured approach to troubleshooting.
- Proficiency in using CRM tools and documenting client interactions.
If you are interested in this opportunity, we look forward to receiving your CV or if you have any questions, contact Kaltrina Zhokli at +41 58 307 2086.
Check out all open positions at Experis at www.experis.ch
Due to Swiss work permit restrictions, we can only consider applications from EU citizens or holders of valid working permit in Switzerland.
...
18/07/2026
Nuovo!
Procurement SME Analyst
Zurigo, Zürich - Manpower
Experis® is a global leader in IT professional resourcing, permanent recruitment, project solutions, and managed services. With over 25 years of experience in Switzerland and offices in Zürich, Basel, and Geneva, we connect top IT talent with leading companies. Our mission is to help professionals unlock their potential and thrive in dynamic, future-ready careers.
Location: Zurich
Start date: ASAP
Duration: 5 months - with possibility of extension
Responsibilities
- Procurement SME support ? primary contact for contract-related enquiries; guidance on documentation, contract structures and hierarchies; escalation point and second-review validation.
- Contract documentation investigation ? identify, retrieve and validate contracts and artefacts across repositories; reconstruct fragmented contract hierarchies; identify missing annexes, amendments, SOWs, schedules.
- Artefact discovery & analysis ? locate RFPs, due diligence, approvals, governance and onboarding records; coordinate searches across systems, SharePoint, email archives and stakeholders.
- Data quality & metadata assurance ? review contract metadata for completeness and regulatory readiness; validate data before it enters TPRM records; recommend corrective actions.
- Stakeholder coordination ? work with Procurement Operations, Contract Repository Administrators, Sourcing, Category Leads and Legal; track issues and escalations.
- Governance & continuous improvement ? contribute to remediation governance meetings, progress updates, and sustainable documentation standards. Qualifications
- Bachelor's degree (or equivalent experience) in Business Administration, Supply Chain, Procurement, Economics, Information Management, Business Law, European Banking Regulations, or related field.
- 2?5 years' experience across Procurement Operations, Contract Management/Administration, Procurement Governance, Supplier Lifecycle, Procurement Data Management, or Vendor Documentation Management.
- Demonstrated experience with commercial supply contracts for services, contract repositories, and contract metadata/records management.
- Strong understanding of contractual hierarchies: Master Agreements, SOWs, Amendments, Addenda, Annexes, Change Orders, Schedules & Exhibits.
- Advanced Microsoft Excel skills; experience with data quality reviews, information validation and records remediation.
- Ability to analyse contracts, identify relationships between agreements/artefacts, and coordinate multiple stakeholders.
- Strong attention to detail; able to work accurately with large volumes of documentation under tight deadlines.
- Fluent in German and English (spoken and written).
If you are interested in this opportunity, we look forward to receiving your CV or if you have any questions, contact Kaltrina Zhokli at +41 58 307 2086.
Check out all open positions at Experis at www.experis.ch
Due to Swiss work permit restrictions, we can only consider applications from EU citizens or holders of valid working permit in Switzerland.
...
18/07/2026
Digital Banking Support (DE/EN/FR/IT/ES)
Zurigo, Zürich - Manpower
Experis® is a global leader in IT professional resourcing, permanent recruitment, project solutions, and managed services. With over 25 years of experience in Switzerland and offices in Zürich, Basel, and Geneva, we connect top IT talent with leading companies. Our mission is to help professionals unlock their potential and thrive in dynamic, future-ready careers.
Location: Zurich
Start date: Flexible
Languages(Mandatory): German, English, French & Italian/Spanish
Key Responsibilities
- Provide expert-level support and guidance on digital banking tools including online banking, mobile banking apps, and other e-channel services.
- Assist internal staff and external clients in resolving technical or functional issues related to digital platforms.
- Serve as a point of contact for escalation regarding digital banking functionalities, security features (e.g., authentication methods), and system navigation.
- Deliver training sessions and create instructional materials to enhance user proficiency across various digital tools.
- Collaborate with IT, customer service, and product development teams to relay feedback and improve overall service quality. Qualifications
- In-depth knowledge of digital banking systems and cybersecurity practices.
- Strong communication skills to explain technical concepts clearly to nontechnical users.
- Problem-solving abilities with a structured approach to troubleshooting.
- Proficiency in using CRM tools and documenting client interactions.
If you are interested in this opportunity, we look forward to receiving your CV or if you have any questions, contact Kaltrina Zhokli at +41 58 307 2086.
Check out all open positions at Experis at www.experis.ch
Due to Swiss work permit restrictions, we can only consider applications from EU citizens or holders of valid working permit in Switzerland.
...
01/07/2026
Non visualizzare più questo messaggio