Head of Advisory
(m/f/d)
Permanent employment with our customer Geneva Start date: asap Reference number: 864024/1
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Responsibilities
1. Lead the global Advisory function and ensure alignment with CIO strategy
2. Manage and develop multi-location advisory teams
3. Translate macro views and asset-allocation frameworks into client-ready proposals
4. Oversee portfolio monitoring, risk checks and rebalancing needs
5. Drive digital advisory transformation and scalable advisory models
6. Collaborate closely with Private Bankers, Trading, Risk and Compliance
Profile
7. Extensive experience in private banking/wealth management; solid experience in investment consulting
8. Solid leadership experience with cross-border teams
9. Strong expertise in asset allocation, portfolio construction and financial instruments
10. Deep understanding of suitability rules and cross-border regulations
11. Fluent in English and advanced Spanish; French/Portuguese beneficial
12. CFA/CAIA/CWMA or similar certifications highly valued
Benefits
13. Executive-level role with global strategic impact
14. Leadership of international and multi-jurisdictional teams
15. Key influence on investment strategy and advisory model design
16. Opportunity to lead digitalisation and transformation initiatives
17. High visibility with senior management and involvement in key client meetings