HR Partners

On behalf of a renowned Private Bank based in Geneva, we are looking for an Investment Specialist to join the Products & Portfolio Management department. This is a generalist role offering broad exposure to financial markets and investment solutions. Investment Specialist Private Banking

VOS RESPONSABILITÉS

As an Investment Specialist, you will contribute to investment strategy, portfolio construction, and product selection across multiple asset classes. You will collaborate closely with internal teams to optimize investment solutions for private clients.

VOTRE PROFIL

 

• 3-4 years of experience in a similar role within private banking or wealth management
• Strong knowledge of investment products, asset allocation, and financial markets
• Analytical mindset with the ability to synthesize complex financial data
• Team-oriented, proactive, and strong communication skills
• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field; CFA or other relevant certifications are a plus
• Fluent in English; French or other languages a plus

 

Postuler

A financial institution that offers personalized banking, investment, and wealth management services to high-net-worth individuals (HNWIs) and families is seeking a Senior Relationship Manager

VOS RESPONSABILITÉS

• Develop, build, and maintain relationships with high-net-worth clients by understanding their financial objectives and providing tailored wealth management solutions.
• Identify opportunities to deepen existing client relationships and expand the client base, driving revenue growth through new business development.
• Develop your own network for client acquisition, meet with prospects and clients, prepare for client meetings, and manage follow-up actions.
• Deliver exceptional service to clients by responding promptly to inquiries and proactively addressing their needs.
• Analyze portfolio positions, prepare performance evaluations, and develop investment proposals aligned with clients' objectives, assets, and investment strategies.
• Ensure knowledge of and adherence to compliance and cross-border rules, maintaining compliance with local laws, regulatory requirements, and internal guidelines.
• Stay informed about economic and monetary developments, as well as market, company, and sector performance, to provide informed advice and improve service quality.

VOTRE PROFIL

• An established portfolio of HNW and UHNW clients with minimum assets of CHF100M.
• Minimum of 10 years in Private Banking as a Relationship Manager.
• Exceptional ability to build and nurture trust-based relationships.
• Deep understanding of global financial markets and client dynamics in Switzerland, Europe, the Middle East, or Asia.
• Degree in finance, economics, or a similar field. A post-graduate qualification such as CFA is ideal. Valid certification as a Client Advisor (CWMA) is required.
• Proven business development experience in Private Banking, with a track record of developing new client relationships and sales success. Strong understanding of investments, banking, and trust concepts, including asset allocation, managed portfolios, brokerage accounts, and portfolio reviews.
• Independent, agile, enthusiastic, initiative-driven, and service-oriented. Excellent interpersonal, negotiation, and influencing skills. High degree of personal integrity, entrepreneurial spirit, and innovative mindset.
• Excellent knowledge of English and French or German. Additional languages are a strong asset.
• Valid working permit for Switzerland.

 

Postuler

A financial institution specialised in personalized financial services, including wealth management, investment advice, and private banking services is seeking a Graduate Private Banking Assistant

VOS RESPONSABILITÉS

• Assist Relationship Managers with client requests, account opening, and ongoing portfolio monitoring.
• Maintain and update client records, prepare documentation, and ensure proper filing.
• Support the processing of client transactions, including payments, transfers, and investment orders.
• Act as a liaison between clients, internal departments, and external stakeholders to ensure smooth communication and operations.
• Ensure all activities align with internal policies and regulatory standards, safeguarding client confidentiality.

VOTRE PROFIL

• Bachelor’s or Master’s degree in finance, economics, business administration, or a related field.
• Initial experience (e.g., internship) in a banking or financial environment is a strong plus.
• Fluent in both French and English, with excellent written and verbal communication skills.
• Solid understanding of financial products and markets.
• Excellent IT skills, with proficiency in MS Office; knowledge of Avaloq is an advantage.
• Committed to maintaining the highest level of confidentiality regarding client information.
• Demonstrates professionalism and trustworthiness in all interactions.
• Able to manage multiple tasks efficiently, prioritize effectively, and adapt to evolving situations.
• Enjoys collaborating with diverse teams to achieve shared goals.
• Swiss residency is required.

Postuler

A financial institution offering personalized banking and financial services to high-net-worth individuals (HNWIs) is seeking a Senior Relationship Manager

VOS RESPONSABILITÉS

• Contribute to growth targets by building long-term client relationships.
• Provide trusted advice to clients in collaboration with Investment Advisors and Asset Managers.
• Work closely with other departments of the bank to identify and deliver cross-selling opportunities.
• Comply with all regulations, policies, and standards, and contribute to an effective risk culture.

VOTRE PROFIL

• An established portfolio of HNW and UHNW clients with minimum assets of €100M.
• Deep understanding of global financial markets and client dynamics in Switzerland, Europe, the Middle East, or Asia, or in emerging markets, including Turkiye, Eastern Europe, Central Asia, the Levant region, the African continent, and Mediterranean Europe, with at least five years of experience in a similar role.
• CFA, CAIA, Wealth Management certification would be an asset.
• Existing network of contacts in the covered regions and the ability to leverage this network for efficient and sustainable client acquisition.
• Experience in dealing with high-net-worth individuals, family offices, and financial professionals.
• Strong risk awareness and a high level of ethics.
• Excellent communication and presentation skills.
• Strong persuasion skills and the ability to withstand client pressure.
• Team-oriented with the ability to work independently.
• Thorough knowledge of Swiss Wealth Management rules and regulations.
• Fluent in written and spoken English and the language of the area covered.

Postuler