Senior Investment Advisor

Senior Advisory Portfolio Manager

Department:
Asset Management

Location:

Geneva

Contract Type: CDI

Reporting lines: REYL ISP Geneva Head of Advisory

As an Investment Advisor within our Private Banking division, you will play a key role in delivering tailored investment solutions and proactive advisory services to a portfolio of clients. You will work closely with Relationship Managers and the Wealth Management team to ensure the alignment of client portfolios with the Group’s investment philosophy and regulatory standards.

• Proactively advise clients with Active Advisory mandates, ensuring regular engagement and personalized investment guidance.
• Monitor financial markets and client positions to identify opportunities and risks.
• Ensure client portfolios remain consistent with the Group’s Investment Strategy, Asset Allocation, Investment Universe, and overall Investment Guidelines.
• Assess portfolio performance, risk levels, and suitability of investments in line with each client’s profile and objectives.

• Prepare and present tailored investment proposals for prospective and existing clients.
• Contribute to investment meetings by generating actionable ideas and sharing market insights.
• Support the transformation of the client base towards Advisory mandates.

• Manage operational tasks including order execution, account monitoring, and report preparation.
• Ensure all activities are conducted in full compliance with internal policies and regulatory requirements.

• Collaborate with the Wealth Management team on investment-related activities and initiatives.
• Accompany Relationship Managers during client meetings to provide investment expertise and support.

• University degree in Finance, Economics, or a related field.
• Professional certifications such as CFA, CAIA, CWMA or equivalent are strongly preferred.

• Proven experience in global asset allocation across all major asset classes:
  Cash & Treasury, Fixed Income, Equities, and Alternative Investments, as well as derivatives.
• Strong knowledge of investment vehicles including structured products.
• Familiarity with key currencies: EUR and USD mainly. CHF and GBP a plus.

• Minimum 10 years of experience in similar roles, ideally within Advisory and/or Portfolio Management in Private Banking.

• Proficiency in banking IT platforms, including suitability and cross-border prechecks.
• Solid understanding of MiFID and FinSA regulatory frameworks.

• Excellent presentation and communication skills (verbal and written).
• Strong interpersonal skills and team spirit.
• Ability to work independently and make informed investment decisions.
• Collaborative mindset with the ability to leverage Group resources effectively.

• Fluency in English and Spanish and/or Italian is required.
• Additional fluency in French or German is considered an asset.

• Swiss residency is mandatory.

Please apply and send complete documentation to