Investment Advisor at Finders SA

Stellenbeschreibung:

Aktuelle Karriere-Informationen von Finders SA für die Position als Investment Advisor. If the Investment Advisor Stellenangebot in Geneva Ihren Qualifikationen entspricht, reichen Sie Ihre Bewerbung bitte direkt über das aktualisierte Jobkos-Portal ein.

Bitte beachten Sie, dass eine Bewerbung Qualifikationen erfordert, die vom Arbeitgeber festgelegt wurden. Wir hoffen, dass diese Karrierechance bei Finders SA für die Position als Investment Advisor unten zu Ihrem Profil passt.

Finders SA

Votre mission :

Reporting to the CEO, and working closely with the Chief Investment Officer, you will advise HNWI and UHNW clients, manage multi-asset portfolios, and generate innovative, actionable investment solutions across equities, fixed income, hedge funds, and private markets. You will collaborate closely with internal specialists, provide portfolio analysis, and deliver clear market insights. This is a unique opportunity to join a growing boutique where your ideas and expertise directly shape the client experience.Key Responsibilities:- Advise HNWI/UHNWI clients on multi-asset portfolios, especially alternatives and private markets.- Generate cross-asset, macro-informed investment ideas and actionable solutions.- Collaborate with internal specialists to translate complex strategies into client-focused outcomes.- Prepare and present portfolio reviews, performance analysis, and market insights.- Support a small, agile team and contribute to the growth of the boutique firm.

Votre profil :

- University degree in Finance, Economics, or related field + recognized certification (CFA, CAIA, AZEK)- Around 8-10 years' experience in Swiss private banking or boutique investment firms, with exposure to HNWI/UHNWI clients- Multi-asset expertise, including alternatives and private markets- Strong macro perspective and ability to deliver actionable, client-focused investment solutions- Excellent interpersonal skills, commercial acumen, and results-oriented mindset- Experience with Addepar a plus but not a must- Fluent in English; good command of French- Valid Swiss work permit

A propos de Finders SA :

Our client is a Geneva-based, FINMA-regulated boutique investment firm delivering tailored solutions across public markets, alternatives, and private markets. With a small, agile team, the firm offers a collaborative environment where investment ideas and client impact are at the forefront.

Branche: Bergbauindustrie

Funktion: Rechnungswesen / Bankwesen / Finanzen

Job-Informationen:

• Unternehmen: Finders SA
• Position: Investment Advisor
• Arbeitsort: Geneva
• Land: CH

So bewerben Sie sich:

Nachdem Sie die Kriterien und Mindestanforderungen in der Stellenanzeige gelesen und verstanden haben, Investment Advisor at the office Geneva bereiten Sie bitte umgehend Ihre Bewerbungsunterlagen (Anschreiben, Lebenslauf, Zeugnisse) vor. Senden Sie diese über den Link 'Nächste Seite' unten ein.