Senior Investment Advisor FR / ENG 100% (m / f)

Job description

* Multi-family office & Wealth Manager * Investment Advisory & Portfolio Management ## About Our Client ## Our client is a Swiss Multi-family office & Wealth Manager. ## Job Description ## * Advising clients on investment strategy, asset allocation, portfolio construction, and market opportunities; * Leading investment research and due diligence across public and private market opportunities; * Supporting the Investment Committee and contribute to the implementation of investment decisions; * Developing and maintaining diversified investment solutions across equities, fixed income, hedge funds, ETFs, private equity, private credit, venture capital, and real estate; * Presenting market views, investment strategies, and tailored portfolio recommendations to clients and prospects; * Supporting business development initiatives and contribute to client acquisition and retention; * Identifying innovative investment solutions and leverage technology and AI to enhance investment processes and client outcomes; * Collaborating closely with senior management to support the firm's long-term growth and strategic development; * Reporting to clients and Management ; * Participing in the day-to-day in the office. ## The Successful Applicant ## * Superior academic background in Banking, Finance or Economy; * CFA designation would be considered an advantage; * 10+ years of experience in investment advisory, portfolio management, private banking, family office, or wealth management environments; * Strong expertise in asset allocation, portfolio construction, manager selection, and alternative investments; * Proven experience advising UHNW individuals, families, and entrepreneurs; * Commercially minded with strong relationship management and business development capabilities; * Entrepreneurial, collaborative, and capable of operating effectively in a growing and dynamic organisation; * Strong communication and presentation skills, with the ability to explain complex investment concepts clearly and confidently; * Fluent English required; French highly desirable; * Sense of confidentiality; * Swiss residence ideally. ## What's on Offer ## Our client offers a 100% permanent contract within an entrepreneurial, human-sized & international working environment. Quote job ref JN-072026-7063932 Job Function Banking & Financial Services Specialisation Portfolio / Fund / Asset Manager Industry Financial Services Where Geneva Contract Type Permanent Job Reference JN-072026-7063932 Job Nature Home Office