Assistant Portfolio Advisor (60%)
We are looking for an Assistant Portfolio Advisor (60%) to join our family office team of 5. If your friends describe you as quick, and you love tackling a broad range of issues independently, this opportunity is for you!
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)
Arbeitsort
3, place du Molard
1204 Geneva
Kontakt
Tamara Carrel
Write an email
Über die Firma
Genf
