Senior Investment Advisor

Description de poste

For one of our clients, a well-established financial institution based in Geneva, we are looking for a :

SENIOR ADVISORY PORTFOLIO MANAGER

Job description

• Provide proactive investment advice to clients holding Active Advisory mandates, ensuring regular interactions and high-quality, tailored recommendations.
• Monitor financial markets and client portfolios to identify investment opportunities and potential risks.
• Ensure portfolios remain aligned with the overall investment strategy, asset allocation framework, approved investment universe and internal guidelines.
• Analyse portfolio performance, risk exposure and investment suitability in line with each client’s profile and objectives.
• Prepare and present customised investment proposals for existing and prospective clients.
• Contribute actively to investment meetings by sharing market views and actionable investment ideas.
• Support the development of the client base towards Advisory mandates.
• Oversee operational aspects such as order execution, account monitoring and reporting.
• Ensure full compliance with internal policies as well as regulatory requirements.
• Work closely with Relationship Managers and Wealth Management teams, including participation in client meetings as an investment specialist.

Required profile

All files will be treated with the utmost confidentiality.