Senior Investment Advisor – LATAM Market

A well-established and growing private banking institution in Geneva is currently looking to hire a Senior Investment Advisor to join its Wealth Management division, with a strong focus on clients from the LATAM region
.

The role is designed for a seasoned advisor who can deliver cross-asset investment advice
, support relationship managers, and help transition clients into active advisory mandates
.

• Provide high-quality, proactive investment advice to HNW/UHNW clients under advisory mandates
• Align investment proposals with house views, asset allocation models, and regulatory frameworks
• Generate and present tailored investment ideas and product solutions across asset classes
• Attend internal investment meetings and contribute to content generation
• Ensure regulatory compliance in all aspects of execution, monitoring, and reporting
• Accompany relationship managers in client meetings to deliver investment expertise

• Minimum 8 years of experience in portfolio management or investment advisory roles in private banking
• Strong knowledge of multi-asset products, including structured products, FX, fixed income, equities, and alternatives
• Solid understanding of regulatory requirements (MiFID, FinSA) and cross-border rules
• University degree in Finance, Economics or related field. Certifications such as CFA, CAIA, or CWMA are an asset
• Fluency in Spanish and/or Italian is required. English is a must;
  French or German is a plus
• Strong client-facing skills, team spirit, and the ability to operate in a sophisticated investment environment
• Swiss residency is required

If you’re ready to take on a strategic advisory role in a high-performing environment with exposure to LATAM markets, feel free to get in touch in full confidentiality.