Description

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.

Profile

Graduated in Finance, Economy or Management; 3-5 years of experience in a similar advisory role in wealth management, private banking, investment advisory in Switzerland; Very good level on multi-asset classes for direct and indirect investments; Good commands in MS Office, banking software and IA tools; Very good language skills in French and in English; Client orientation and sense of advisory; Rigorous, organised, dynamic and professional; Sense of confidentiality.