Assistant Portfolio Advisor (60%)

Main Responsibilities:

• Investment support: Assist in the daily management of investment portfolios, including monitoring market and implementing strategies. Prepare and update investment-related documents, reports, and presentations for internal and client use.
• Relationship management: Maintain and strengthen relationships with clients, counterparties, and key stakeholders. Support with troubleshooting.
• Documentation: Solid knowledge of banking documentation, including trusts. Responsible for onboarding and client contracts.
• Data management: Organize, update, and analyze financial data and to support investment decisions.
• Risk control: Support the risk management process by ensuring compliance with policies and monitoring potential risks.

Profile:

• Bilingual in French and English (written and spoken)
• At least 5 years of experience in the banking or financial services industry as wealth management assistant or similar positions.
• University-level education (minimum BA/BSc).
• Solid understanding of banking documentation, financial markets, and investment products.
• Knowledge and experience of banking software.
• The candidate should be ready to work independently and proactively and take ownership of tasks as he/she grows into the role, be very attentive to detail and passionate about delivering excellent client service in a professional and friendly manner.

We Offer:

• A stimulating and innovative work environment in downtown Geneva.
• Continuous learning opportunities in a rapidly evolving sector.
• A flexible working arrangement with a 60% activity rate.

If this challenge interests you, please send us your application (CV and cover letter) to the following email: Tamara Carrel – Write an email

Please note that we will only answer candidates who sent a complete application (Cover letter, CV, work certificates, diplomas, and references)