Investment Advisor, Private Banking
Job in
Geneva, Switzerland
Listed on 2026-01-10
Listing for:
Delta Executive Search
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor, Investment Banking
Job Description & How to Apply Below
Investment Advisor, Private Banking, Geneva
Our client, a Tier 1 Private Bank, is seeking a French-speaking Investment Advisor to join their Geneva-based team. The individual will be responsible for managing advisory portfolios for high-net-worth (HNW) clients in the region.
Key Responsibilities- Support Relationship Managers by providing investment-led insights, portfolio reviews, and market updates
- Deliver tailored investment strategies for U/HNW clients, ensuring suitability and performance alignment
- Provide top-tier holistic multi-asset investment advice to the U/HNW private banking clients
- Fluent French speaker (native or business-level proficiency essential)
- At least 6+ years of experience in investment management/advisory, private banking, or wealth management
- Ability to explain investment decisions clearly to French-speaking clients and internal stakeholders
- CFA, or equivalent qualifications preferred (or working towards)
- Proven track record in managing a book of HNW/UHNW private banking clients
- Strong technical knowledge of multi-asset portfolio construction, investment products, and financial markets
Mid-Senior level
Employment typeFull-time
Job functionFinance and Sales
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