Investment Consultant (m|f|x) Geneva

We are seeking a versatile Investment Consultant to provide tailored investment advice and solutions to high-net-worth individuals (HNWIs). This role involves understanding client objectives, managing investment portfolios, conducting in-depth research, and delivering comprehensive advice on financial products. Expertise in Digital Assets and ESG/impact investment strategies is an advantage.

Tasks

• Conduct detailed financial analyses to assess clients’ objectives, risk tolerance, and investment goals.
• Develop, present, and implement customized investment strategies, including asset allocation plans, aligned with client goals.
• Co-manage discretionary portfolios and generate multi-asset investment proposals for advisory mandates, based on the bank’s macro and strategic asset allocation views.
• Actively monitor bespoke advisory portfolios, recommend timely adjustments based on market conditions, and provide performance updates.
• Contribute to the Bank’s monthly House View by sharing insights and analyses.
• Analyze and interpret sell-side equity research and develop quick valuation methodologies, including investment cases for equities and corporate bonds.
• Introduce new products to the bank’s offering and identify cross-selling opportunities across banking and wealth management products.
• Ensure that all investment advice complies with regulatory requirements and the bank’s internal risk management directives.
• Stay informed about global and local market trends, financial products, and economic developments.
• Assist relationship managers during client meetings and actively participate in Product-Front Office discussions.
• Analyze, select, and monitor mutual funds and structured products.
• Maintain recommendation lists and model portfolios.
• Conduct due diligence on private equity or debt deals, including writing reports, teasers, and information memorandums.
• Collaborate with other departments to provide reports and share relevant information.

Profile / Your qualification / Your personality

Education:

• University degree in Finance, Business, or a related field.
• Professional certifications (e.g., CFA, CAIA) are a plus.

Experience:

• Master’s degree in Corporate Finance or Accounting (CFA preferred).
• Minimum of 2 years of experience in investment advisory or portfolio management roles.

Skills and Competencies:

• Proven ability to design and manage customized investment portfolios.
• Strong knowledge of asset classes, financial planning, and valuation methodologies.
• Broad analytical skills to assess markets, individual securities, and macroeconomic trends.
• Proficiency in financial statement analysis and understanding of accounting standards.
• Experience in investment fund analysis and strong technical competence in financial products.
• Familiarity with Digital Assets and ESG/impact investment strategies is an asset.
• Personal Attributes:
• Agile and adaptable, with a positive approach to handling multiple tasks.
• Strong problem-solving and analytical skills, with exceptional attention to detail.
• Clear and concise communication, especially under pressure, with a commitment to sharing knowledge.
• Collaborative team player with a high level of motivation and commitment.
• Excellent interpersonal skills, with the ability to listen, guide, and advise clients and colleagues.
• Fluency in English and French (additional languages are a plus).
• Proficiency in Windows tools (especially Excel and PowerPoint) and familiarity with Bloomberg

Contact

Olivier Indanda

HR Manager

Location

Place de la Fusterie 3bis, CH-1204 Geneva