Investment Advisor — Union Bancaire Privée
Role overview
Mission The Investment Advisor is responsible for delivering tailored investment advice and portfolio strategies to high-net-worth and ultra-high-net-worth individuals.
Working closely with Relationship Managers (RMs), the IA ensures client receive comprehensive, risk-appropriate investment solutions aligned with their goals, profile, and the Bank’s values.
Main responsibilities • Provide customized investment advice based on client objectives, risk appetite and market conditions • Construct and optimize investment portfolios using a broad range of asset classes • Present investment strategies clearly and transparently, including expected returns, risks and associated costs • Conduct regular portfolio reviews and rebalancing recommendations • Act as the trusted investment contact for existing clients, in partnership with RMs • Support in deepening client relationships and enhancing retention through proactive investment insight and performance monitoring • Assist in client meetings, prepare proposals and contribute to the acquisition and onboarding of new clients as well as for business retention • Stay abreast of macroeconomic trends, financial markets and geopolitical developments • Work closely with internal teams to align with the Bank’s investment strategy and core values • Promote and explain investment products to RMs and relevant target advisory client groups • Ensure full compliance with Swiss regulatory frameworks Your Profile • University degree in Finance, economics or related field, or a qualification considered equivalent • CFA, CIIA, CWMA or similar certification is a strong asset • Strong knowledge of investment products and ability to execute trades for equities, derivatives, fixed income, bonds, warrants and mutual funds • Min 5 years of experience in a similar position in Private Banking or a Financial Institution • Strong communication and interpersonal skills, client focus, reliability, flexibility and stress resistant • Good command of MS Office suite, portfolio analysis tools and banking software • Perfectly fluent in French and English.
Description
Mission The Investment Advisor is responsible for delivering tailored investment advice and portfolio strategies to high-net-worth and ultra-high-net-worth individuals.
Working closely with Relationship Managers (RMs), the IA ensures client receive comprehensive, risk-appropriate investment solutions aligned with their goals, profile, and the Bank’s values.
Main responsibilities • Provide customized investment advice based on client objectives, risk appetite and market conditions • Construct and optimize investment portfolios using a broad range of asset classes • Present investment strategies clearly and transparently, including expected returns, risks and associated costs • Conduct regular portfolio reviews and rebalancing recommendations • Act as the trusted investment contact for existing clients, in partnership with RMs • Support in deepening client relationships and enhancing retention through proactive investment insight and performance monitoring • Assist in client meetings, prepare proposals and contribute to the acquisition and onboarding of new clients as well as for business retention • Stay abreast of macroeconomic trends, financial markets and geopolitical developments • Work closely with internal teams to align with the Bank’s investment strategy and core values • Promote and explain investment products to RMs and relevant target advisory client groups • Ensure full compliance with Swiss regulatory frameworks Your Profile • University degree in Finance, economics or related field, or a qualification considered equivalent • CFA, CIIA, CWMA or similar certification is a strong asset • Strong knowledge of investment products and ability to execute trades for equities, derivatives, fixed income, bonds, warrants and mutual funds • Min 5 years of experience in a similar position in Private Banking or a Financial Institution • Strong communication and interpersonal skills, client focus, reliability, flexibility and stress resistant • Good command of MS Office suite, portfolio analysis tools and banking software • Perfectly fluent in French and English.
