20 beste Stellen als private banking in canton de genève – aktuell auf Personalsuche

Investment Advisor, Geneva based, 100% (f/m/d)
Julius Baer —Genf, GE
- 100%
- Englisch
- Master
1 Tag
Assistant Relationship Manager
UNION BANCAIRE PRIVÉE, UBP SA —Genf, GE
- 100%
- Englisch
- Kommunikationsfähigkeit
13 Tage
IT Data Service Manager
EFG International —Genf, GE
- Management-Erfahrung
- Schreibfähigkeiten
- Englisch
7 Tage
Financial Planning & Analysis manager, PB Emerging Markets (f/m/x)
Deutsche Bank —Genf, GE
- 100%
- Microsoft Excel
- Management-Erfahrung
- Master
Senior Operations/Back-Office Manager [Geneva]
Taurus SA —Genf, GE
- Hybrides Arbeiten
- Englisch
- Master
- Rechnungswesen
Direkt bewerben
Wealth Management, Associate, BDP, Geneva
Goldman Sachs —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Projektmanagement
- Eltern-/Erziehungsurlaub
Investment Advisor
UNION BANCAIRE PRIVÉE, UBP SA —Genf, GE
- 100%
- Englisch
- Microsoft Office
- Bachelor
Corporate Action Specialist (80-100%) (12-month contract)
Lombard Odier & Cie —Genf, GE
- Englisch
- Erfahrung in der IT
Investment Advisor (80-100%)
Lombard Odier & Cie —Genf, GE
- Microsoft Powerpoint
- Spanisch
- Microsoft Excel
HR Finance Specialist (80-100%)
Lombard Odier & Cie —Genf, GE
- Microsoft Excel
- Management-Erfahrung
- Englisch
Wealth Management, Associate, PWA, Geneva
Goldman Sachs —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Eltern-/Erziehungsurlaub
IT Production Engineer – Scheduling / File Transfer / Monitoring (80-100%)
Lombard Odier & Cie —Genf, GE
- Englisch
- AWS
- Analysefähigkeit
Business Analyst Legal & Compliance
EFG International —Genf, GE
- Microsoft Excel
- Englisch
- Analysefähigkeit
Compliance AML Monitoring Officer
Bank J. Safra Sarasin AG —Genf, GE
- 100%
- Microsoft Excel
- Englisch
- Microsoft Office
Director of Investments Solutions
Alpian SA —Genf, GE
- Management-Erfahrung
- Englisch
- Erfahrung in der IT
16 Std.
Operations Support Specialist - Houston team (80-100%)
Lombard Odier & Cie —Genf, GE
- Management-Erfahrung
- Englisch
- Erfahrung in der IT
Group Financial Controller
EFG International —Genf, GE
- Management-Erfahrung
- Englisch
- Projektmanagement
Infrastructure Delivery Manager
EPAM Systems, Inc. —Genf, GE
- Management-Erfahrung
- PMP
- Englisch
- Eltern-/Erziehungsurlaub
- Pensionskasse
IT Security Engineer (80-100%)
Lombard Odier & Cie —Genf, GE
- Englisch
- Master
- Bachelor
Head of Operational Support
SYZ GROUP —Genf, GE
- Microsoft Excel
- Management-Erfahrung
- Englisch

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Investment Advisor, Geneva based, 100% (f/m/d)

Julius Baer -
Genf, GE

Jetzt bewerben

Details zur Stelle

100% | Pensum: 90-100%
vor 1 Tag

Qualifikationen

Französisch
Investment
Englisch
Master

Vollständige Stellenbeschreibung

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

At Julius Baer, we are dedicated to delivering exceptional wealth management solutions to private clients and institutions worldwide. As one of the leading Swiss private banks, we combine over 130 years of heritage with forward-thinking innovation, offering bespoke advice rooted in market expertise and personal commitment.

The Client Coverage & Advisory team in Geneva serves as a centre of excellence for investment advisory, supporting Relationship Managers across Julius Baer’s international network. As part of the broader Global Products & Solutions unit, the team delivers sophisticated, customised investment solutions aligned with the bank’s philosophy of personalized wealth management.

YOUR CHALLENGE

Develop and manage a portfolio of clients within an investment advisory mandate. Act as a trusted investment advisor, delivering holistic advice across all major asset classes / investment securities, and executing transactions.

1. Strategic Investment Advisory & Portfolio Analysis

Proactively integrate Julius Baer’s investment strategy and comprehensive investment platform into client portfolios and recommendations
Originate and deliver tailored investment proposals , incorporating comprehensive portfolio analysis, aligned with clients' financial goals, risk tolerance, and long-term objectives

Stay continuously updated on global market developments, investment themes, product innovations , and relevant regulatory changes affecting cross-border wealth management

2. Client Engagement & Presentation Excellence

Play a pivotal role in client and prospect engagements , designing and delivering high-impact, insight-driven presentations featuring market commentary, thematic ideas, and targeted opportunity assessments tailored to individual client profiles
Collaborate closely with Relationship Managers (RMs) to co-develop bespoke investment strategies that reflect each client’s financial aims, risk appetite, and cultural background
Jointly lead client meetings and advisory sessions , ensuring consistent delivery of premium advisory services

3. Trade Execution & Transactional Ownership

End-to-end processing of trade transactions , including initiation, validation, and post-trade confirmation

Uphold strict adherence to internal governance standards, and regulatory obligations (including FIDLEG & MiFID II appropriateness assessments and suitability checks)

YOUR PROFILE

5 – 10 years minimum of relevant professional experience in investment advisory is a must have, in private banking, or a similar financial services environment
Client-focused approach with a commitment to delivering high-quality service.
Excellent communication, interpersonal, and presentation abilities with proven and successful client facing experience
Master’s degree in Banking, Finance, Business Administration, Economics, or a related discipline. CFA Charterholder (or equivalent) or being enrolled to one of the CFA Exams is considered an advantage
Specialized knowledge in a key asset class is considered a plus
CWMA Holder preferred
Full professional fluency in English and French is essential, and additional language skills are considered highly useful
Entrepreneurial mindset, proactive, self-driven, and able to act independently
Methodical, detail-oriented, and resilient under pressure, capable of meeting tight deadlines without compromising precision
For this role, permanently based in Geneva (CH), eligibility to work in the country of application and to travel within Switzerland

We are looking forward to receiving your full job application through our online application tool.

Jetzt bewerben

Erweiterte Suche

private banking Jobs in canton de genève

Investment Advisor, Geneva based, 100% (f/m/d)

Assistant Relationship Manager

IT Data Service Manager

Financial Planning & Analysis manager, PB Emerging Markets (f/m/x)

Senior Operations/Back-Office Manager [Geneva]

Wealth Management, Associate, BDP, Geneva

Investment Advisor

Corporate Action Specialist (80-100%) (12-month contract)

Investment Advisor (80-100%)

HR Finance Specialist (80-100%)

Wealth Management, Associate, PWA, Geneva

IT Production Engineer – Scheduling / File Transfer / Monitoring (80-100%)

Business Analyst Legal & Compliance

Compliance AML Monitoring Officer

Director of Investments Solutions

Operations Support Specialist - Houston team (80-100%)

Group Financial Controller

Infrastructure Delivery Manager

IT Security Engineer (80-100%)

Head of Operational Support

Ich möchte aktuelle Job-E-Mails für Stellen als private banking in canton de genève erhalten

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