Investment Advisor

Mission

The Investment Advisor is responsible for delivering tailored investment advice and portfolio strategies to high-net-worth and ultra-high-net-worth individuals. Working closely with Relationship Managers (RMs), the IA ensures clients receive comprehensive, risk-appropriate investment solutions aligned with their goals, profile, and the Bank’s values.

• Provide customized investment advice based on client objectives, risk appetite and market conditions
• Construct and optimize investment portfolios using a broad range of asset classes
• Present investment strategies clearly and transparently, including expected returns, risks and associated costs
• Conduct regular portfolio reviews and rebalancing recommendations
• Act as the trusted investment contact for existing clients, in partnership with RMs
• Support in deepening client relationships and enhancing retention through proactive investment insight and performance monitoring
• Assist in client meetings, prepare proposals and contribute to the acquisition and onboarding of new clients as well as for business retention
• Stay abreast of macroeconomic trends, financial markets and geopolitical developments
• Work closely with internal teams to align with the Bank’s investment strategy and core values
• Promote and explain investment products to RMs and relevant target advisory client groups
• Ensure full compliance with Swiss regulatory frameworks

• University degree in Finance, economics or related field, or a qualification considered equivalent
• CFA, CIIA, CWMA or similar certification is a strong asset
• Strong knowledge of investment products and ability to execute trades for equities, derivatives, fixed income, bonds, warrants and mutual funds
• Min 5 years of experience in a similar position in Private Banking or a Financial Institution
• Strong communication and interpersonal skills, client focus, reliability, flexibility and stress resistant
• Good command of MS Office suite, portfolio analysis tools and banking software
• Perfectly fluent in French and English. Very good knowledge of Russian and any additional language skill would be an added value.
• Adaptability to work in an agile organization

• Swiss Residence

• Adherence to the company’s values:
  Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives