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

Position

Vollzeit

Festanstellung

Senior

Finanzen & Buchhaltung

Konditionen

Remote

100%

100% permanent contract within an entrepreneurial, human-sized & international working environment.

Anforderungen

10+ J. Erfahrung

Master

Skills

Venture capitalETFsDue diligencePrivate equityPrivate creditAsset allocationCFA certificationEquity securitiesFixed-Income ManagementActive investment strategiesLuxury real estateHedge fund experience

Sprachen

Englisch

Französisch

Vergütung

100% permanent contract within an entrepreneurial, human-sized & international working environment.

Beschreibung

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.

Aufgaben

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

Anforderungen

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

Vorteile

100% permanent contract
Entrepreneurial, human-sized & international working environment

Unternehmen

Michael Page

Financial Services

Our client is a Swiss Multi-family office & Wealth Manager.