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Senior Investment Advisor FR / ENG 100%

Michael Page Switzerland
full_timeVerifiedPosted 20 Jul 2026

About the role

For one of our clients, we are looking for a Senior Investment Advisor FR&nbsp;&nbsp;<br>Senior Investment Advisor FR / ENG 100% (m / f)&nbsp;&nbsp;<br>For one of our clients, we are looking for a Senior Investment Advisor FR / ENG 100% in 100% permanent contract and based in Geneva. The collaborator will join the Investment Team.&nbsp;&nbsp;<br>Senior Investment Advisor FR / ENG 100% (m / f)&nbsp;&nbsp;<br>Our client is a Swiss Multi\-family office \&amp; Wealth Manager.&nbsp;&nbsp;<br>Missions&nbsp;&nbsp;<br>Advising clients on investment strategy, asset allocation, portfolio construction, and market opportunities;&nbsp;&nbsp;<br>Leading investment research and due diligence across public and private market opportunities;&nbsp;&nbsp;<br>Supporting the Investment Committee and contribute to the implementation of investment decisions;&nbsp;&nbsp;<br>Developing and maintaining diversified investment solutions across equities, fixed income, hedge funds, ETFs, private equity, private credit, venture capital, and real estate;&nbsp;&nbsp;<br>Presenting market views, investment strategies, and tailored portfolio recommendations to clients and prospects;&nbsp;&nbsp;<br>Supporting business development initiatives and contribute to client acquisition and retention;&nbsp;&nbsp;<br>Identifying innovative investment solutions and leverage technology and AI to enhance investment processes and client outcomes;&nbsp;&nbsp;<br>Collaborating closely with senior management to support the firm's long\-term growth and strategic development;&nbsp;&nbsp;<br>Reporting to clients and Management ;&nbsp;&nbsp;<br>Participing in the day\-to\-day in the office.&nbsp;&nbsp;<br>Profil du candidat&nbsp;&nbsp;<br>Superior academic background in Banking, Finance or Economy;&nbsp;&nbsp;<br>CFA designation would be considered an advantage;&nbsp;&nbsp;<br>10\+ years of experience in investment advisory, portfolio management, private banking, family office, or wealth management environments;&nbsp;&nbsp;<br>Strong expertise in asset allocation, portfolio construction, manager selection, and alternative investments;&nbsp;&nbsp;<br>Proven experience advising UHNW individuals, families, and entrepreneurs;&nbsp;&nbsp;<br>Commercially minded with strong relationship management and business development capabilities;&nbsp;&nbsp;<br>Entrepreneurial, collaborative, and capable of operating effectively in a growing and dynamic organisation;&nbsp;&nbsp;<br>Strong communication and presentation skills, with the ability to explain complex investment concepts clearly and confidently;&nbsp;&nbsp;<br>Fluent English required; French highly desirable;&nbsp;&nbsp;<br>Sense of confidentiality;&nbsp;&nbsp;<br>Swiss residence ideally.&nbsp;&nbsp;<br>Conditions et Avantages&nbsp;&nbsp;<br>Our client offers a 100% permanent contract within an entrepreneurial, human\-sized \&amp; international working environment. jpid5c2f292jm jpit0730jm jpiy26jm

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Company

Michael Page Switzerland

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