20 beste Stellen als banking advisor in geneva ge – aktuell auf Personalsuche

Investment Advisor, Geneva based, 100% (f/m/d)
Julius Baer —Genf, GE
- 100%
- Englisch
- Master
1 Tag
Latam Swiss Program Analyst
JPMorganChase —Genf, GE
- 100%
- Spanisch
- Englisch
- Organisationstalent
Client Service Support Specialist - Geneve
JPMorganChase —Genf, GE
- 100%
- Englisch
- Kommunikationsfähigkeit
1 Tag
Client Service Specialist - Geneva
JPMorganChase —Genf, GE
- 100%
- Spanisch
- Management-Erfahrung
- Englisch
2 Tage
Investment Advisor (80-100%)
Lombard Odier & Cie —Genf, GE
- Microsoft Powerpoint
- Spanisch
- Microsoft Excel
Investment Professional - Geneva
JPMorganChase —Genf, GE
- 100%
- Microsoft Powerpoint
- Microsoft Excel
- Management-Erfahrung
1 Tag
International Private Bank, Private Banker, Turkey Market, Geneva
JPMorganChase —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Kommunikationsfähigkeit
14 Tage
Junior Business Analyst - Client Platform Advisory (80-100%)
Lombard Odier & Cie —Genf, GE
- Management-Erfahrung
- Englisch
- Microsoft Office
Head of Talent, Performance & Org Design
Temenos —Genf, GE
- 100%
- Management-Erfahrung
- Personalwesen
- Führungserfahrung
- Urlaub aus familiären Gründen
- Eltern-/Erziehungsurlaub
Investment Advisor
UNION BANCAIRE PRIVÉE, UBP SA —Genf, GE
- 100%
- Englisch
- Microsoft Office
- Bachelor
Group Risk Assurance Controls Manager (80–100%)
Lombard Odier & Cie —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Microsoft Office
2 Std.
Alternative Investment Associate
SZ1 Banco Santander International SA —Genf, GE
- 100%
- Spanisch
- Englisch
- Kommunikationsfähigkeit
6 Std.
International Private Bank, Private Banker, Saudi Market, Executive Director, Geneva
JPMorganChase —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Kommunikationsfähigkeit
Business Manager – Platform Delivery & Client Engagement (80–100%)
Lombard Odier & Cie —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Analysefähigkeit
Investment Manager/VP - SME Buyouts
All interests aligned AG —Nyon, VD
- 100%
- Spanisch
- Management-Erfahrung
- Englisch
Direkt bewerben
7 Tage
Wealth Management, Associate, BDP, Geneva
Goldman Sachs —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Projektmanagement
- Eltern-/Erziehungsurlaub
Wealth Management, Associate, PWA, Geneva
Goldman Sachs —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Eltern-/Erziehungsurlaub
Team Head Cash Services
UNION BANCAIRE PRIVÉE, UBP SA —Genf, GE
- 100%
- Englisch
- Microsoft Office
- Führungserfahrung
Risk & Compliance Analytics Engineer
PICTET —Genf, GE
- Oracle
- Englisch
- Master
VP, Enterprise Products & Solutions EMEA
Blockstream —Genf, GE
- 100%
- Vertrieb
- Englisch
- Master
- Homeoffice-Möglichkeit
Direkt bewerben

Ich möchte aktuelle Job-E-Mails für Stellen als banking advisor in geneva ge erhalten

Wenn Sie sich bei Ihrem Konto anmelden, stimmen Sie den Nutzungsbedingungen, den Richtlinien zur Verwendung von Cookies sowie der Datenschutzerklärung von SimplyHired zu.

Weitere Job-Standorte erkunden

banking advisor jobs near geneva ge

Jobs als Business Manager in Genf, GE

Jobs als Business Analyst in Genf, GE

Jobs als Head Of Customer Service in Genf, GE

Jobs als Private Equity in Pfäffikon, Sz

Jobs als Private Banker in Zürich, Zh

Jobs als Operations Private Equity in Zürich, Zh

Jobs als It Support Specialist in Genf, Ge

Jobs als Customer Success Specialist in Zürich, Zh

Jobs als Business Manager in Basel, Bs

Jobs als Business Manager in Canton De Neuchâtel

Jobs als Business Manager in Kanton Tessin

Jobs als Business Manager in Berne, Be

Jobs als Store Manager in Luzern, Lu

Jobs als Infrastructure Investment in Canton Of Zurich

Jobs als Investment Banking in Zürich, Zh

Jobs als Investment Analyst in Kanton Genf

Jobs als Investment Specialist in Zürich, Zh

Jobs als Investment Manager in Ginevra, Ge

Jobs als Commodity Analyst in Genf, Ge

Jobs als Program Analyst in Zürich, Zh

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

banking advisor Jobs in geneva ge

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

Latam Swiss Program Analyst

Client Service Support Specialist - Geneve

Client Service Specialist - Geneva

Investment Advisor (80-100%)

Investment Professional - Geneva

International Private Bank, Private Banker, Turkey Market, Geneva

Junior Business Analyst - Client Platform Advisory (80-100%)

Head of Talent, Performance & Org Design

Investment Advisor

Group Risk Assurance Controls Manager (80–100%)

Alternative Investment Associate

International Private Bank, Private Banker, Saudi Market, Executive Director, Geneva

Business Manager – Platform Delivery & Client Engagement (80–100%)

Investment Manager/VP - SME Buyouts

Wealth Management, Associate, BDP, Geneva

Wealth Management, Associate, PWA, Geneva

Team Head Cash Services

Risk & Compliance Analytics Engineer

VP, Enterprise Products & Solutions EMEA

Ich möchte aktuelle Job-E-Mails für Stellen als banking advisor in geneva ge erhalten

Weitere Job-Standorte erkunden

YOUR CHALLENGE

YOUR PROFILE

Tools für Jobsuchende

Arbeitgebertools

Durchsuchen

Bleiben Sie in Kontakt