Finders
Genève
Investment Advisor
- 09 juin 2026
- 80 – 100%
- Durée indéterminée
- Genève
À propos de cette offre
Description de l'entreprise
Client:
Our client is a well-established international private bank with a strong presence in Geneva and a long-standing reputation for delivering bespoke wealth management solutions to an international clientele. Combining entrepreneurial agility with institutional strength, the bank places a strong emphasis on investment excellence, client-centric advice, innovation, and long-term relationship management.
As part of its continued growth strategy, the bank is seeking to appoint an Investment Advisor or Senior Investment Advisor to strengthen its investment advisory platform and support its private banking teams.
Position:
This is an opportunity for an experienced multi-asset investment professional to join a collaborative and highly client-focused environment. The successful candidate will work closely with Relationship Managers and investment specialists to deliver tailored investment solutions across a broad range of asset classes, while contributing to the development of innovative investment ideas and advisory capabilities.
The role can accommodate both mid-level and senior professionals, depending on experience and existing client-facing advisory expertise.
Key Responsibilities
- Monitor and manage discretionary and advisory portfolios across all major asset classes, including equities, fixed income, foreign exchange, structured products, derivatives and alternative investments.
- Develop and present bespoke investment recommendations aligned with clients risk profiles, investment objectives and portfolio constraints.
- Partner closely with Private Bankers to identify opportunities and deliver high-quality investment advice to clients.
- Generate and communicate investment ideas, market views and portfolio strategies.
- Structure, price and explain derivative strategies, options-based solutions and structured products to clients and internal stakeholders.
- Contribute actively to the investment teams research efforts and idea generation process.
- Maintain a strong understanding of global financial markets and evolving investment opportunities.
- Embrace innovation and digital transformation initiatives, including the integration of AI-driven tools to streamline workflows, automate manual processes and enhance operational efficiency.
Why Join?
- Join a respected international private banking platform with a strong entrepreneurial culture.
- Work within a highly collaborative environment alongside experienced private bankers and investment professionals.
- Access a sophisticated international client base with diverse and complex investment needs.
- Benefit from a culture that values expertise, innovation, accountability and long-term career development.
- Play a visible role in shaping investment outcomes and contributing to the continued growth of the business.
- Attractive compensation package commensurate with experience and seniority.
Candidate Profile
- Minimum 5 years of experience in investment advisory, private banking or wealth management.
- Strong multi-asset investment knowledge with proven expertise across traditional and alternative asset classes.
- Solid experience in structured products, options and derivative-based investment solutions.
- Demonstrated ability to communicate complex investment concepts clearly and effectively to clients.
- Strong commercial mindset with the ability to work closely with Relationship Managers and contribute to business development initiatives.
- Excellent presentation and client-facing skills.
- Interest in leveraging technology and AI solutions to improve productivity and scalability.
- Fluent English and Spanish are essential.
- CFA, CAIA or equivalent qualifications would be advantageous.
Compensation
- Mid-Level Investment Advisor: CHF 140,000 - 150,000 base salary
- Senior Investment Advisor: CHF 170,000 - 180,000 base salary
Additional performance-related incentives and benefits will be discussed with shortlisted candidates.
This version is intentionally discreet, sophisticated, and aligned with the style typically used by executive search firms targeting private banking professionals on LinkedIn.
Description du poste
Below is a polished LinkedIn headhunter advertisement written in the third person, keeping the client anonymous while reflecting the values typically associated with a leading international private bank in Geneva: client-centricity, investment excellence, entrepreneurship, collaboration, innovation, and long-term relationship building.
Investment Advisor / Senior Investment Advisor
Geneva, Switzerland
Geneva, Switzerland
The Client
Our client is a well-established international private bank with a strong presence in Geneva and a long-standing reputation for delivering bespoke wealth management solutions to an international clientele. Combining entrepreneurial agility with institutional strength, the bank places a strong emphasis on investment excellence, client-centric advice, innovation, and long-term relationship management.
As part of its continued growth strategy, the bank is seeking to appoint an Investment Advisor or Senior Investment Advisor to strengthen its investment advisory platform and support its private banking teams.
The Position
This is an opportunity for an experienced multi-asset investment professional to join a collaborative and highly client-focused environment. The successful candidate will work closely with Relationship Managers and investment specialists to deliver tailored investment solutions across a broad range of asset classes, while contributing to the development of innovative investment ideas and advisory capabilities.
The role can accommodate both mid-level and senior professionals, depending on experience and existing client-facing advisory expertise.
Key Responsibilities
- Monitor and manage discretionary and advisory portfolios across all major asset classes, including equities, fixed income, foreign exchange, structured products, derivatives and alternative investments.
- Develop and present bespoke investment recommendations aligned with clients risk profiles, investment objectives and portfolio constraints.
- Partner closely with Private Bankers to identify opportunities and deliver high-quality investment advice to clients.
- Generate and communicate investment ideas, market views and portfolio strategies.
- Structure, price and explain derivative strategies, options-based solutions and structured products to clients and internal stakeholders.
- Contribute actively to the investment teams research efforts and idea generation process.
- Maintain a strong understanding of global financial markets and evolving investment opportunities.
- Embrace innovation and digital transformation initiatives, including the integration of AI-driven tools to streamline workflows, automate manual processes and enhance operational efficiency.
Why Join?
- Join a respected international private banking platform with a strong entrepreneurial culture.
- Work within a highly collaborative environment alongside experienced private bankers and investment professionals.
- Access a sophisticated international client base with diverse and complex investment needs.
- Benefit from a culture that values expertise, innovation, accountability and long-term career development.
- Play a visible role in shaping investment outcomes and contributing to the continued growth of the business.
- Attractive compensation package commensurate with experience and seniority.
Candidate Profile
- Minimum 5 years of experience in investment advisory, private banking or wealth management.
- Strong multi-asset investment knowledge with proven expertise across traditional and alternative asset classes.
- Solid experience in structured products, options and derivative-based investment solutions.
- Demonstrated ability to communicate complex investment concepts clearly and effectively to clients.
- Strong commercial mindset with the ability to work closely with Relationship Managers and contribute to business development initiatives.
- Excellent presentation and client-facing skills.
- Interest in leveraging technology and AI solutions to improve productivity and scalability.
- Fluent English and Spanish are essential.
- CFA, CAIA or equivalent qualifications would be advantageous.
Compensation
- Mid-Level Investment Advisor: CHF 140,000 - 150,000 base salary
- Senior Investment Advisor: CHF 170,000 - 180,000 base salary
Additional performance-related incentives and benefits will be discussed with shortlisted candidates.
This version is intentionally discreet, sophisticated, and aligned with the style typically used by executive search firms targeting private banking professionals on LinkedIn.
Profil recherché
Below is a polished LinkedIn headhunter advertisement written in the third person, keeping the client anonymous while reflecting the values typically associated with a leading international private bank in Geneva: client-centricity, investment excellence, entrepreneurship, collaboration, innovation, and long-term relationship building.
Investment Advisor / Senior Investment Advisor
Geneva, Switzerland
Geneva, Switzerland
The Client
Our client is a well-established international private bank with a strong presence in Geneva and a long-standing reputation for delivering bespoke wealth management solutions to an international clientele. Combining entrepreneurial agility with institutional strength, the bank places a strong emphasis on investment excellence, client-centric advice, innovation, and long-term relationship management.
As part of its continued growth strategy, the bank is seeking to appoint an Investment Advisor or Senior Investment Advisor to strengthen its investment advisory platform and support its private banking teams.
The Position
This is an opportunity for an experienced multi-asset investment professional to join a collaborative and highly client-focused environment. The successful candidate will work closely with Relationship Managers and investment specialists to deliver tailored investment solutions across a broad range of asset classes, while contributing to the development of innovative investment ideas and advisory capabilities.
The role can accommodate both mid-level and senior professionals, depending on experience and existing client-facing advisory expertise.
Key Responsibilities
- Monitor and manage discretionary and advisory portfolios across all major asset classes, including equities, fixed income, foreign exchange, structured products, derivatives and alternative investments.
- Develop and present bespoke investment recommendations aligned with clients risk profiles, investment objectives and portfolio constraints.
- Partner closely with Private Bankers to identify opportunities and deliver high-quality investment advice to clients.
- Generate and communicate investment ideas, market views and portfolio strategies.
- Structure, price and explain derivative strategies, options-based solutions and structured products to clients and internal stakeholders.
- Contribute actively to the investment teams research efforts and idea generation process.
- Maintain a strong understanding of global financial markets and evolving investment opportunities.
- Embrace innovation and digital transformation initiatives, including the integration of AI-driven tools to streamline workflows, automate manual processes and enhance operational efficiency.
Why Join?
- Join a respected international private banking platform with a strong entrepreneurial culture.
- Work within a highly collaborative environment alongside experienced private bankers and investment professionals.
- Access a sophisticated international client base with diverse and complex investment needs.
- Benefit from a culture that values expertise, innovation, accountability and long-term career development.
- Play a visible role in shaping investment outcomes and contributing to the continued growth of the business.
- Attractive compensation package commensurate with experience and seniority.
Candidate Profile
- Minimum 5 years of experience in investment advisory, private banking or wealth management.
- Strong multi-asset investment knowledge with proven expertise across traditional and alternative asset classes.
- Solid experience in structured products, options and derivative-based investment solutions.
- Demonstrated ability to communicate complex investment concepts clearly and effectively to clients.
- Strong commercial mindset with the ability to work closely with Relationship Managers and contribute to business development initiatives.
- Excellent presentation and client-facing skills.
- Interest in leveraging technology and AI solutions to improve productivity and scalability.
- Fluent English and Spanish are essential.
- CFA, CAIA or equivalent qualifications would be advantageous.
Compensation
- Mid-Level Investment Advisor: CHF 140,000 - 150,000 base salary
- Senior Investment Advisor: CHF 170,000 - 180,000 base salary
Additional performance-related incentives and benefits will be discussed with shortlisted candidates.
This version is intentionally discreet, sophisticated, and aligned with the style typically used by executive search firms targeting private banking professionals on LinkedIn.
