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Senior Investment Consultant

Bank J. Safra Sarasin AGGeneva

As a Senior Investment Consultant at Bank J.Safra Sarasin, you will act as the expert investment voice trusted by our advisory clients.Engaging with them directly, you will transform market insight... Mehr anzeigen

Internship – Data Engineer - Optimization of Data Delivery

Lombard OdierGeneva
VollzeitVollzeit

An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and op... Mehr anzeigen

Consultant Sharepoint (H/F)

SQLIGenève, Switzerland
VollzeitVollzeit

Dans le cadre du renforcement de nos équipes, nous recherchons un(e).Consultant SharePoint & Power Platform.Vous interviendrez sur des projets de migration, de mise en œuvre et d'optimisation d... Mehr anzeigen

Consultant - Corporate Tax - Geneva

KPMGGeneva, Geneva, Switzerland

Provide guidance to national and international firms on tax implications across various business activities including mergers & acquisitions, reorganizations, financing, real estate transaction... Mehr anzeigen

 • Gesponsert

Consultant(e) M365 Sharepoint

TalanGenève, Switzerland
VollzeitVollzeit

Dans le cadre du maintien et de l’évolution de ses plateformes collaboratives, notre client recherche un.Consultant Senior SharePoint / Microsoft 365.Vous interviendrez sur des environnements.Share... Mehr anzeigen

 • Neu!

Senior Data Scientist

VorseeGeneva, GE, CH
HomeofficeHomeoffice
VollzeitVollzeit
Quick Apply

Vorsee (by ZYTLYN Technologies) empowers companies across the $11 trillion travel industry to shape the future with predictive AI solutions that augment commercial planning, sales, marketing, retai... Mehr anzeigen

Senior Marketing Data Analyst

Proton TechnologiesGeneva

Join Proton and build a better internet where privacy is the default.Proton was founded in 2014 by scientists from CERN on a simple truth:.Since then, we’ve built the world’s largest encrypted emai... Mehr anzeigen

Business Analyst / Consultant - Artificial Intelligence & Data - (AI & Insights)

DeloitteGeneva

Help our clients navigate the future with confidence and embrace decision making with clear data-driven choices.Deloitte AI & Data helps clients unlock the power of AI and data to deliver better hu... Mehr anzeigen

Business Consultant

ISS Facility Services AGGenève

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Manager - Artificial Intelligence & Data - (Data Management & Data Platforms focus)

DeloitteGeneva

Help our clients navigate the future with confidence and embrace decision making with clear data-driven choices.Deloitte AI & Data helps clients unlock the power of AI and data to deliver better hu... Mehr anzeigen

Data Scientist

Avanda SolutionsGenève, GE, ch

Avanda est une société de services Franco-Suisse.Dans le cadre d'un large appel d'offre du secteur public en Suisse Romande, nous recherchons plusieurs profils dans le domaine.Notre client est une ... Mehr anzeigen

Consultant en Ressources Humaines

jobupGenève

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Stage Consultant AI & Data: Accélérer l'intégration des solutions Data et IA dans les métiers

WavestoneGrand-lancy, GE, CH

Rejoignez un cabinet de conseil international qui accompagne les grandes transformations stratégiques.Nous sommes Wavestone : des expert·es passionné·es et orienté·es solutions, qui placent l’humai... Mehr anzeigen

Marketing Cloud Consultant

MavericxGeneva, Geneva, CH

We currently have an opportunity for a.Leading consultative engagements with clients on the technical and business challenges related to their e- communication initiatives.Presenting high-level ove... Mehr anzeigen

PMO & Business Operations Consultant

Page Group SwitzerlandGenève

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Freelance Staffing Consultant

Recruit4Work SLGeneva, Geneva, Switzerland

Join the Recruit4Work Team – Remote Staffing Consultant Opportunity 🌍.Recruit4Work connects top talent with leading employers across Europe.With a strong focus on building lasting relationships, w... Mehr anzeigen

Senior Consultant - Artificial Intelligence & Data – AI Strategy

DeloitteGeneva

Help our clients to align strategic business goals with AI innovation to unlock transformative value.Deloitte AI & Data empowers clients to harness AI and data not only as technological assets but ... Mehr anzeigen

Business Analyst/Consultant - Artificial Intelligence & Data (Data Management & Data Platforms

DeloitteGeneva

Help our clients navigate the future with confidence by turning complex data challenges into long lasting impact.Deloitte AI & Data help leading organisations across industries rethink what their d... Mehr anzeigen

Data Egineer

Taleo ConsultingGeneva

Collaborating with internal teams, including Finance and MANCO Oversight to support data analysis, monitoring, and commercial and financial reporting.Maintaining data pipelines and workflows for on... Mehr anzeigen

Data Analyst

Piguet Galland & Cie SAGenève, GE, CH

Basé-e au sein de notre succursale de Genève, nous recherchons pour renforcer notre équipe Data & Analytics, un-e Data Analyst.L’esprit dynamique d’une start-up combiné à la force d’une maison fond... Mehr anzeigen

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Senior Investment Consultant

Senior Investment Consultant

Bank J. Safra Sarasin AGGeneva
Vor 13 Tagen
Stellenbeschreibung

Senior Investment Consultant

Senior Investment Consultant

Your Role

As a Senior Investment Consultant at Bank J. Safra Sarasin, you will act as the expert investment voice trusted by our advisory clients. Engaging with them directly, you will transform market insights into robust portfolio decisions, driving outcomes from the initial proposal through to regular comprehensive performance reviews.

Your Responsibilities

  • Provide tailor-made multi-asset-class investment advice to UHNWI clients, Family Offices and sophisticated Private Banking customers across different regions
  • Construct and monitor investment portfolios, advising on asset allocation and strategic / tactical investments across all asset classes
  • Maintain regular client interaction via phone, email, and physical meetings
  • Analyze financial markets to develop and monitor client investment strategies
  • Work with the global Investment Consulting team to initiate investment ideas and engage with Private Banking teams to grow the investment consulting business

Your Profile

  • Master’s degree in business / finance or a related field; CFA is a plus
  • Minimum 10 years of client-facing experience in a senior investment advisory function within the private banking industry
  • In-depth knowledge of financial instruments across all asset classes
  • Knowledge in Regulatory Framework (MiFID, etc.)
  • Proficiency in Excel, PowerPoint, and Bloomberg; experience with Avaloq is preferred
  • Strong communication and presentation skills, flexibility, reliability, and the ability to work under pressure
  • Excellent English (written and spoken) is mandatory; additional languages are appreciated

Your Benefits

  • Entrepreneurial spirit in a family owned bank
  • Central city office locations across Switzerland
  • Above average insurance coverage fully borne by the bank
  • Contribution to health insurance and meal allowance
  • Global growth strategy and stable environment
  • Competitive offering

About us

As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.

We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.

  • Bank J. Safra Sarasin AG
    Elisabethenstrasse 62
    4051 Basel

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