For one of our clients, we are looking for a commercially minded and client-focused Investment Advisor to join the front-office team.

The successful candidate will act as the primary point of contact for clients on all non-discretionary investment matters and work closely under the responsibility of Relationship Managers (RMs) and Portfolio Management (PM) teams to deliver tailored investment solutions.

This role is suited to a dynamic professional who combines strong investment expertise and the ability to present and pitch ideas. The candidate will be expected to act as a proactive source of new investment ideas for clients and confidently address a broad range of investment-related queries.

Responsibilities:

• Serve as the primary contact for clients on investment matters, provide tailored investment advice across several asset classes.
• Proactively originate present and debate investment ideas based on Investment Committee and client needs.
• Partner under the responsibility of RMs to respond to client investment requests and identify opportunities.
• Support portfolio construction discussions and product recommendations.
• Liaise with portfolio management and trading teams to ensure efficient trade execution, including administrative aspects.
• Maintain strong awareness of market trends and investment themes.
• Manage Administrative tasks related to Front.

Profile:

• The role is open across a range of seniority levels; however, candidates should have a minimum of 5 years’ experience in a front-office, client-facing investment role (asset management, private banking, or similar).
• Solid experience advising clients on multi-asset investment solutions.
• Strong understanding of financial markets and investment products.
• Fluency in English and preferably French is a must.
• Demonstrated ability to clearly articulate investment views to clients and proactively deliver tailored investment solutions.
• Strong client relationship and communication skills.
• Commercially driven with proactive mindset.
• Ability to thrive in a small, entrepreneurial, and dynamic team.

Due to the volume of applications we receive, we regret that we will contact only the candidates who have been selected for an interview. Thank you for your understanding.

For one of our client, an asset manager in Geneva, we a looking for an Executive Assistant for an ExCo member. The assignment will start with a 6-months contrat to be extended further.

Responsibilities

• Managing a complex professional and personal schedule and making arrangements for regular international business trips (check-ins, flight and hotel bookings, visa applications, etc.).
• Taking telephone calls and managing requests from different people inside and outside of the firm.
• Organising and preparing documentation for internal as well as external meetings.
• Managing mails in English mostly.
• Managing expenses, invoices and other private related items.
• Helping organise team offsites and client events.
• Helping arrange logistics for regular team meetings, across offices around Europe.

Qualifications

• Minimum five years’ experience as an executive assistant for a family office, asset management firm, bank or relevant financial services company.
• Excellent command of common IT applications (MS Office), especially PowerPoint and Excel.
• Excellent communication and customer service skills.
• Outstanding organisational skills and highly resourceful.
• Native level in English; command of French or any additional European language would be a plus.
• Must be resident in Switzerland.
• Available immediately or on short notice.

Due to the volume of applications we receive, we regret that we will contact only the candidates who have been selected for an interview. Thank you for your understanding.

We are looking for a Relationship Manager in charge of the following: Read more