About Our Client Private Bank in Geneva.
Job Description
* Oversee centralized mandates, leading portfolio construction discussions and developing tailored investment solutions aligned with client risk profiles.
* Generate and present innovative investment ideas to relationship managers and select clients, contributing to the growth of advisory services.
* Support team members in trade execution, client reporting, and compliance, fostering a culture of excellence.
* Leverage expertise in banking systems (e.g., Avaloq) to optimize processes and ensure regulatory compliance.
The Successful Applicant
* Experienced in private banking (min 5 years in similar position), with a strong background in finance and investment strategy.
* Skilled in portfolio construction, risk management, and banking systems.
* Familiarity with Avaloq Banking System.
* Fluent in French and English; German and/or Italian is an asset.
* A trusted advisor able to communicate investment strategies effectively.
* A team player, detail-oriented, adaptable to market changes, and committed to delivering tailored client solutions.
What's on Offer
* Influence investment decisions and advisory services within a reputable institution.
* Work in Geneva or Zurich, key financial hubs.