Our client is a globally renowned private bank. To strengthen its team in Geneva, we are looking for a:
Investment Advisor – Eastern Europe Desk
Mission:
As part of an investment team dedicated to a sophisticated client base, you will play a key role in supporting HNW and UHNW private clients. You will be responsible for designing and implementing tailored investment solutions aligned with their objectives, risk profile, and evolving financial market conditions.
Responsibilities:
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Develop and deliver personalized investment advice, taking into account the economic and financial environment
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Build, optimize, and monitor diversified portfolios across multiple asset classes
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Clearly and transparently present proposed strategies, outlining expected returns, risks, and associated costs
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Conduct regular portfolio reviews and recommend relevant adjustments when necessary
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Act as the main point of contact for clients on all investment-related matters, in close collaboration with Relationship Managers
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Strengthen client relationships through proactive analysis, rigorous performance monitoring, and a long-term approach
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Participate in client meetings, prepare proposals, and support the acquisition, onboarding, and retention of new clients
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Maintain continuous monitoring of macroeconomic trends, financial markets, and geopolitical developments
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Collaborate with internal teams to ensure alignment with the Bank’s investment strategy and values
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Promote and explain investment solutions to commercial teams and relevant clients
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Ensure strict compliance with the Swiss regulatory framework
Profile:
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University degree in Finance, Economics, or a related field, or equivalent qualification
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Professional certification (CFA, CIIA, or equivalent) is highly valued
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Proven experience (minimum 3 years) in investment management, ideally within a private bank or financial institution
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Strong knowledge of financial products and ability to execute transactions (equities, bonds, derivatives, warrants, funds)
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Excellent interpersonal and communication skills, strong client focus, reliability, and ability to perform under pressure
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Proficiency in IT tools (MS Office suite, portfolio analysis software, banking systems)
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Fluent in Russian and English; French is an asset
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Agile and flexible mindset, with the ability to thrive in a dynamic and demanding environment
What our client offers:
A stimulating environment within a leading bank, where your investment expertise and client service skills will be fully utilized. You will join a committed team driven by strong values and a shared objective: creating sustainable value for clients.