Investment Advisor

Union Bancaire Privée · Geneva, Switzerland (TI)
Categoria: Altro Contratto: full-time Salario: CHF 49'500 - 75'000

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. Very good knowledge of Russian and any additional language skill would be an added value. - Adaptability to work in an agile organization

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. Very good knowledge of Russian and any additional language skill would be an added value. - Adaptability to work in an agile organization

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Information for cross-border workers

Union Bancaire Privée is located in Geneva, Switzerland, Canton of Ticino. Cross-border workers need a G Permit, renewable annually, to work in Switzerland. The Canton of Ticino applies withholding tax at variable rates on gross income, and since 2024 the New Tax Agreement introduces concurrent taxation between Italy and Switzerland.

Swiss social contributions include AVS (5.3%), unemployment insurance (1.1%) and LPP (occupational pension). Use our free tax simulator to calculate your net salary and compare the cost of living between Switzerland and Italy.

Frequently asked questions

What is the net salary for a cross-border worker in Ticino?
Net salary depends on gross income, marital status and number of children. In the Canton of Ticino, withholding tax ranges from about 2% to 15%. In the administration sector in Ticino Use our simulator for a personalised calculation.
Do cross-border workers need Swiss LAMal health insurance?
New cross-border workers since 2024 must enrol in Swiss LAMal within 3 months of starting work. Premiums vary by canton, insurance model and deductible. Compare premiums with our LAMal comparator.