Investment Advisor – Private Banking (100%)
Geneva | Zurich | Permanent | Swiss Private Bank
Agius & Partners SA is hiring on behalf of a well-established Swiss private bank to recruit an Investment Advisor serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Working closely with Relationship Managers, the Investment Advisor plays a key role in delivering tailored, risk-appropriate investment solutions aligned with client objectives, profiles, and the banks investment philosophy and values.
Mission
The Investment Advisor is responsible for providing customised investment advice and portfolio strategies to sophisticated private clients. The role combines strong market expertise with a client-centric mindset, supporting long-term relationship development and portfolio performance within a regulated Swiss private banking environment.
Key Responsibilities
* Deliver personalised investment advice based on client objectives, risk appetite, and market conditions.
* Construct, manage, and optimise diversified portfolios across a broad range of asset classes.
* Clearly and transparently present investment strategies, including expected returns, risks, and associated costs.
* Perform regular portfolio reviews and provide rebalancing recommendations.
* Act as a trusted investment point of contact for existing clients, in close partnership with Relationship Managers.
* Support client retention and relationship deepening through proactive investment insights and performance monitoring.
* Participate in client meetings, prepare investment proposals, and contribute to new client acquisition and onboarding activities.
* Monitor macroeconomic trends, financial markets, and geopolitical developments to inform investment recommendations.
* Collaborate closely with internal teams to ensure alignment with the banks investment strategy and core values.
* Promote and explain investment products and solutions to Relationship Managers and relevant advisory client segments.
* Ensure full compliance with Swiss regulatory requirements and internal policies.
Your Profile
* University degree in Finance, Economics, or a related field (or equivalent qualification).
* Professional certifications such as CFA, CIIA, CWMA, or similar are strong assets.
* Strong knowledge of investment products with the ability to execute trades across equities, derivatives, fixed income, bonds, structured products, and funds.
* Minimum 5 years of experience in a similar investment advisory role within Private Banking or a financial institution.
* Strong communication and interpersonal skills with a pronounced client focus.
* Reliable, flexible, resilient, and comfortable working in a fast-paced environment.
* Proficient in MS Office, portfolio analysis tools, and banking systems.
* Fluency in French and English is mandatory; Russian and additional languages are a strong advantage.
* Ability to thrive in an agile and evolving organisation.
Additional Requirements
* Swiss residence is mandatory.
Core Competencies
* Strong alignment with the banks values: Dedication, Conviction, Agility, and Responsibility.
* Strict adherence to regulatory standards and internal directives.