7 Part-Time Stellen in Plan-les-Ouates gefunden

We are looking for a junior Assistant Portfolio Advisor to join our discrete family office team of 5. If you are as curious about finance as you are keen to learn, this opportunity is for you!

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. Prepare presentations and investment committee agenda.
• Relationship management: Over time, maintain and strengthen relationships with clients, counterparties, and key stakeholders. Support with troubleshooting.
• 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)
• Unlimited curiosity in finance, investments, and administrative tasks.
• Strong analytical and editorial skills
• University-level education (minimum BA/BSc).
• 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 career plan to become assistant relationship manager
• A flexible working arrangement is possible
• Part-time position can be discussed

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)