Joining the Advisory & Portfolio Management department; Supporting Senior Advisors and Private Bankers in the day-to-day management of client relationships and advisory activities; Coordination and tracking of investment orders and execution processes; Assistance with preparing investment proposals, portfolio reviews, and client presentations; Monitoring of portfolios, asset allocation, investment performance, and cash management activities; Ensuring accurate tracking of transactions, documentation, and internal processes; Participation in staffing the advisory desk, including planned market and customer monitoring; Conducting market research on various asset classes and investment themes; Assistance with investment selection and analysis; Providing ideas and recommendations for potential investment opportunities; Monitoring of financial markets, macroeconomic developments, and investment trends; Maintenance and updating of the advisory portfolio universe, watchlists, and reporting tools; Assisting with the preparation of investment publications, market commentary, and marketing materials; Support in the development of internal investment presentations and client communication materials; Reporting to the clients and the Management; Participation to the day-to-day in the office.
For one of our clients, we are looking for a Cross-Asset Investment Advisor FR / ENG 100% in 100% permanent contract and based in Geneva. The collaborator will join the Investment Advisory & Portfolio Management of the bank. Multi-Asset Investment Advisor FR / ENG 100% (m / f) Our client is an international private bank well established in Switzerland and other international financial places.