Description

Join the Advisory & Portfolio Management department;
Support Senior Advisors and Private Bankers in managing client relationships and advisory activities;
Coordinate and track investment orders and execution processes;
Assist with preparing investment proposals, portfolio reviews, and client presentations;
Monitor portfolios, asset allocation, investment performance, and cash management activities;
Ensure accurate tracking of transactions, documentation, and internal processes;
Participate in staffing the advisory desk, including planned market and customer monitoring;
Conduct market research on various asset classes and investment themes;
Assist with investment selection and analysis;
Provide ideas and recommendations for potential investment opportunities;
Monitor financial markets, macroeconomic developments, and investment trends;
Maintain and update the advisory portfolio universe, watchlists, and reporting tools;
Assist with the preparation of investment publications, market commentary, and marketing materials;
Support in the development of internal investment presentations and client communication materials;
Report to the clients and the Management;
Participate in the day-to-day office work.

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.