Investment Advisor

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  • Genf
  • Unbefristet
  • Vollzeit
  • 2 Monate her
Job Category: WEALTH MANAGEMENTDegree Level: Bachelor's DegreeJob Description:MissionThe Investment Advisor is responsible for delivering tailored investment advice and portfolio strategies to high-net-worth and ultra-high-net-worth individuals. Working closely with Relationship Managers (RMs), the IA ensures client receive comprehensive, risk-appropriate investment solutions aligned with their goals, profile, and the Bank's values.Main responsibilities
  • Provide customized investment advice based on client objectives, risk appetite and market conditions
  • Construct and optimize investment portfolios using a broad range of asset classes
  • Present investment strategies clearly and transparently, including expected returns, risks and associated costs
  • Conduct regular portfolio reviews and rebalancing recommendations
  • Act as the trusted investment contact for existing clients, in partnership with RMs
  • Support in deepening client relationships and enhancing retention through proactive investment insight and performance monitoring
  • Assist in client meetings, prepare proposals and contribute to the acquisition and onboarding of new clients as well as for business retention
  • Stay abreast of macroeconomic trends, financial markets and geopolitical developments
  • Work closely with internal teams to align with the Bank's investment strategy and core values
  • Promote and explain investment products to RMs and relevant target advisory client groups
Ensure full compliance with Swiss regulatory frameworksYour Profile
  • University degree in Finance, economics or related field, or a qualification considered equivalent
  • CFA, CIIA, CWMA or similar certification is a strong asset
  • Strong knowledge of investment products and ability to execute trades for equities, derivatives, fixed income, bonds, warrants and mutual funds
  • Min 5 years of experience in a similar position in Private Banking or a Financial Institution
  • Strong communication and interpersonal skills, client focus, reliability, flexibility and stress resistant
  • Good command of MS Office suite, portfolio analysis tools and banking software
  • Perfectly fluent in French and English. Very good knowledge of Russian and any additional language skill would be an added value.
  • Adaptability to work in an agile organization
Others
  • Swiss Residence
Core Competencies : Adherence to the company's values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directivesAbout Us: Union Bancaire Privée (UBP), which is based in Geneva, is one of the biggest family-owned Swiss banks. We provide both private and institutional clients with cutting-edge wealth and asset management services from over 25 sites across the world. We employ people in a broad spectrum of banking specialisations, including relationship management, investment services, product development, treasury & trading, operations, legal and compliance, human resources, IT, communications and more. Guided by strong values that include dedication, innovativeness and adaptability, we are committed to providing a working environment based on mutual respect, conviction, and creativity offering exciting projects and opportunities for development. To find out more about us, go to ubp.com.

Union Bancaire Privée