A private bank.
As a Senior Investment Advisor
* Supervise and support two Investment Advisors in their daily activities;
* Ensure the consistent promotion of the bank's investment solutions and advisory offering;
* Push the adoption of products and strategies aligned with the bank's investment views;
* Monitor client portfolios for suitability, performance, and alignment with stated objectives;
* Collaborate closely with Relationship Managers to provide tailored investment proposals;
* Support the development and promotion of discretionary mandates (DPM);
* Participate in client meetings to provide investment insight and technical expertise;
* Liaise with internal teams (Product Management, DPM, Compliance, etc.);
* Stay informed on market developments, regulations, and product innovations;
Help prepare marketing and reporting material in line with client and internal needs.
You will play a key role in the client relationship
You will be part of a human-sized team
Qualifications
* Master's degree in Finance, Economics or a related field;
* At least 10-15 years of experience in investment advisory, asset management, or private banking;
* Strong understanding of both advisory and discretionary portfolio management (DPM);
* Demonstrated leadership and mentoring capabilities;
* Excellent communication and interpersonal skills;
* Client-centric with a proven ability to generate value and deepen client relationships;
* Fluency in French and English is mandatory. Additional languages are a plus;
* CAIA or CFA certification is considered a strong asset.
* A key role within a reputable private bank;
* An opportunity to lead and mentor a small team while remaining hands‑on with clients;
* No strategic responsibility‑investment direction is set by the group allowing you to focus on execution, implementation, and advisory impact.
* ...
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