We are seeking an Investment Advisor/Equity for a small independent wealth manager in Geneva.
Key Responsibilities
* Represent the investment strategy, products, and services as a spokesperson.
* Identify investment opportunities and develop investment ideas for Advisory clients.
* Advise clients on their investment portfolio allocation and create a cross-asset investment strategy.
* Conduct regular portfolio reviews and generate investment ideas tailored to the client's risk profile and investment objectives.
* Manage Discretionary Portfolios as needed.
Equity Analyst
* Oversee the equity asset class and establish model portfolios and equity universes for long-only portfolios and Recurring Income.
* Provide asset class coverage for the Investment Committee (SAA/TAA).
* Develop views on countries, sectors, and stock picking (SP500 and STOXX600).
* Write monthly/quarterly market reviews and outlooks for the asset class and other classes as required.
* Leverage equity research from custodians and providers.
Structured Products
* Lead the structured product offering, primarily equity-led.
* Manage the entire product lifecycle (offering, pricing, execution, settlement, restructuration, etc.).
* Stay technically up-to-date to find optimal structures within Recurring Portfolios.
* Focus on pricing, follow-up, and risk management.
* Participate in the industrialization process of offerings.
* Write marketing materials related to the offering.
* Leverage structured products teams from brokers and custodians.
* Define and maintain procedures related to the offering.
Required Profile
* At least 3+ years of experience in a similar role at a reputable institution (asset management, investment banking, external asset manager, broker).
* University degree or equivalent in Finance or Mathematics; CFA or CIIA certification is a plus.
* Good understanding of financial markets and cross-assets.
* Proficiency in English (written and spoken); French proficiency (spoken and written) is beneficial.
* MS Office, Bloomberg or Refinitiv, VBA skills are a plus.
* Able to travel.
* Entrepreneurial approach with integrity.
* Pragmatic, proactive, and flexible attitude.
* Charismatic communication and interpersonal skills.
* Team player with a willingness to collaborate across the Group.
All files will be handled with utmost confidentiality.