{"id":8935,"date":"2026-04-10T16:54:11","date_gmt":"2026-04-10T14:54:11","guid":{"rendered":"https:\/\/www.connectpartners.ch\/?post_type=jobpost&#038;p=8935"},"modified":"2026-04-14T16:16:44","modified_gmt":"2026-04-14T14:16:44","slug":"investment-advisor-80-100","status":"publish","type":"jobpost","link":"https:\/\/www.connectpartners.ch\/en\/jobs\/investment-advisor-80-100\/","title":{"rendered":"Investment Advisor (80-100%)"},"content":{"rendered":"<p>For one of our clients, we are looking for a commercially minded and client-focused Investment Advisor to join the front-office team.<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Responsibilities:<\/strong><\/p>\n<ul>\n<li>Serve as the primary contact for clients on investment matters, provide tailored investment advice across several asset classes.<\/li>\n<li>Proactively originate present and debate investment ideas based on Investment Committee and client needs.<\/li>\n<li>Partner under the responsibility of RMs to respond to client investment requests and identify opportunities.<\/li>\n<li>Support portfolio construction discussions and product recommendations.<\/li>\n<li>Liaise with portfolio management and trading teams to ensure efficient trade execution, including administrative aspects.<\/li>\n<li>Maintain strong awareness of market trends and investment themes.<\/li>\n<li>Manage Administrative tasks related to Front.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><strong>Profile:<\/strong><\/p>\n<ul>\n<li>The role is open across a range of seniority levels; however, candidates should have a minimum of 5 years\u2019 experience in a front-office, client-facing investment role (asset management, private banking, or similar).<\/li>\n<li>Solid experience advising clients on multi-asset investment solutions.<\/li>\n<li>Strong understanding of financial markets and investment products.<\/li>\n<li>Fluency in English and preferably French is a must.<\/li>\n<li>Demonstrated ability to clearly articulate investment views to clients and proactively deliver tailored investment solutions.<\/li>\n<li>Strong client relationship and communication skills.<\/li>\n<li>Commercially driven with proactive mindset.<\/li>\n<li>Ability to thrive in a small, entrepreneurial, and dynamic team.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><strong><em>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.<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>For one of our clients, we are looking for a commercially minded and client-focused Investment Advisor to join the front-office<\/p>\n","protected":false},"author":10,"featured_media":0,"menu_order":0,"template":"","jobpost_category":[80],"jobpost_job_type":[66],"jobpost_location":[68],"jobpost_tag":[],"class_list":["post-8935","jobpost","type-jobpost","status-publish","hentry","jobpost_category-bank-finance","jobpost_job_type-permanent-full-time","jobpost_location-geneva"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investment Advisor (80-100%) | ConnectPartners<\/title>\n<meta name=\"description\" content=\"ConnectPartners is looking for a commercially minded and client-focused Investment Advisor to join the Front-Office team.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.connectpartners.ch\/en\/jobs\/investment-advisor-80-100\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Advisor (80-100%) | ConnectPartners\" \/>\n<meta property=\"og:description\" content=\"ConnectPartners is looking for a commercially minded and client-focused Investment Advisor to join the Front-Office team.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.connectpartners.ch\/en\/jobs\/investment-advisor-80-100\/\" \/>\n<meta property=\"og:site_name\" content=\"ConnectPartners\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-14T14:16:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.connectpartners.ch\/wp-content\/uploads\/2019\/11\/Illustration_Gen\u00e8ve_ConnectPartners_V2.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"927\" \/>\n\t<meta property=\"og:image:height\" content=\"709\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/jobs\\\/investment-advisor-80-100\\\/\",\"url\":\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/jobs\\\/investment-advisor-80-100\\\/\",\"name\":\"Investment Advisor (80-100%) | ConnectPartners\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/#website\"},\"datePublished\":\"2026-04-10T14:54:11+00:00\",\"dateModified\":\"2026-04-14T14:16:44+00:00\",\"description\":\"ConnectPartners is looking for a commercially minded and client-focused Investment Advisor to join the Front-Office team.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/jobs\\\/investment-advisor-80-100\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/jobs\\\/investment-advisor-80-100\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/jobs\\\/investment-advisor-80-100\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Jobs\",\"item\":\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/jobs\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Investment Advisor (80-100%)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/#website\",\"url\":\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/\",\"name\":\"ConnectPartners\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/#organization\",\"name\":\"ConnectPartners\",\"url\":\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.connectpartners.ch\\\/wp-content\\\/uploads\\\/2019\\\/08\\\/logo-CP.png\",\"contentUrl\":\"https:\\\/\\\/www.connectpartners.ch\\\/wp-content\\\/uploads\\\/2019\\\/08\\\/logo-CP.png\",\"width\":346,\"height\":315,\"caption\":\"ConnectPartners\"},\"image\":{\"@id\":\"https:\\\/\\\/www.connectpartners.ch\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Investment Advisor (80-100%) | ConnectPartners","description":"ConnectPartners is looking for a commercially minded and client-focused Investment Advisor to join the Front-Office team.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.connectpartners.ch\/en\/jobs\/investment-advisor-80-100\/","og_locale":"en_US","og_type":"article","og_title":"Investment Advisor (80-100%) | ConnectPartners","og_description":"ConnectPartners is looking for a commercially minded and client-focused Investment Advisor to join the Front-Office team.","og_url":"https:\/\/www.connectpartners.ch\/en\/jobs\/investment-advisor-80-100\/","og_site_name":"ConnectPartners","article_modified_time":"2026-04-14T14:16:44+00:00","og_image":[{"width":927,"height":709,"url":"https:\/\/www.connectpartners.ch\/wp-content\/uploads\/2019\/11\/Illustration_Gen\u00e8ve_ConnectPartners_V2.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.connectpartners.ch\/en\/jobs\/investment-advisor-80-100\/","url":"https:\/\/www.connectpartners.ch\/en\/jobs\/investment-advisor-80-100\/","name":"Investment Advisor (80-100%) | ConnectPartners","isPartOf":{"@id":"https:\/\/www.connectpartners.ch\/en\/#website"},"datePublished":"2026-04-10T14:54:11+00:00","dateModified":"2026-04-14T14:16:44+00:00","description":"ConnectPartners is looking for a commercially minded and client-focused Investment Advisor to join the Front-Office team.","breadcrumb":{"@id":"https:\/\/www.connectpartners.ch\/en\/jobs\/investment-advisor-80-100\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.connectpartners.ch\/en\/jobs\/investment-advisor-80-100\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.connectpartners.ch\/en\/jobs\/investment-advisor-80-100\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.connectpartners.ch\/en\/"},{"@type":"ListItem","position":2,"name":"Jobs","item":"https:\/\/www.connectpartners.ch\/en\/jobs\/"},{"@type":"ListItem","position":3,"name":"Investment Advisor (80-100%)"}]},{"@type":"WebSite","@id":"https:\/\/www.connectpartners.ch\/en\/#website","url":"https:\/\/www.connectpartners.ch\/en\/","name":"ConnectPartners","description":"","publisher":{"@id":"https:\/\/www.connectpartners.ch\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.connectpartners.ch\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.connectpartners.ch\/en\/#organization","name":"ConnectPartners","url":"https:\/\/www.connectpartners.ch\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.connectpartners.ch\/en\/#\/schema\/logo\/image\/","url":"https:\/\/www.connectpartners.ch\/wp-content\/uploads\/2019\/08\/logo-CP.png","contentUrl":"https:\/\/www.connectpartners.ch\/wp-content\/uploads\/2019\/08\/logo-CP.png","width":346,"height":315,"caption":"ConnectPartners"},"image":{"@id":"https:\/\/www.connectpartners.ch\/en\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/www.connectpartners.ch\/en\/wp-json\/wp\/v2\/jobpost\/8935","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.connectpartners.ch\/en\/wp-json\/wp\/v2\/jobpost"}],"about":[{"href":"https:\/\/www.connectpartners.ch\/en\/wp-json\/wp\/v2\/types\/jobpost"}],"author":[{"embeddable":true,"href":"https:\/\/www.connectpartners.ch\/en\/wp-json\/wp\/v2\/users\/10"}],"wp:attachment":[{"href":"https:\/\/www.connectpartners.ch\/en\/wp-json\/wp\/v2\/media?parent=8935"}],"wp:term":[{"taxonomy":"jobpost_category","embeddable":true,"href":"https:\/\/www.connectpartners.ch\/en\/wp-json\/wp\/v2\/jobpost_category?post=8935"},{"taxonomy":"jobpost_job_type","embeddable":true,"href":"https:\/\/www.connectpartners.ch\/en\/wp-json\/wp\/v2\/jobpost_job_type?post=8935"},{"taxonomy":"jobpost_location","embeddable":true,"href":"https:\/\/www.connectpartners.ch\/en\/wp-json\/wp\/v2\/jobpost_location?post=8935"},{"taxonomy":"jobpost_tag","embeddable":true,"href":"https:\/\/www.connectpartners.ch\/en\/wp-json\/wp\/v2\/jobpost_tag?post=8935"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}