Investment Specialist (Partner Access)

The company seeks a Mid-level Investment Specialist in Geneva to advise clients, execute trades, and drive business growth within Wealth Management and External Asset Manager segments.

This front-facing position focuses on providing investment guidance, managing client orders, and expanding the business across Wealth Management and External Asset Manager divisions.

Responsibilities

• Provide investment recommendations that align with the firm's perspectives and client portfolio goals.
• Process and execute client orders through various channels, including Bloomberg, phone, and email, ensuring high-quality execution.
• Internalize client flows for structured products, AMC, UBAM funds, PMG, and OTC derivatives when feasible.
• Share investment ideas and marketing materials proactively, tailoring pitches based on portfolio and flow analysis.
• Assist Relationship Managers during client meetings, prospecting, and follow-ups to strengthen relationships and improve retention.
• Promote value-added offerings across Wealth Management, External Asset Managers, and within the bank.
• Drive activity, increase transaction volumes, and contribute to profit and loss.
• Automate and optimize workflows using VBA, Python, and dashboards to free up time for client interactions.
• Suggest and implement improvements to enhance speed, quality, and control.
• Adhere to UBP directives and Swiss regulations, including FINMA, AML, suitability, and cross-border rules.
• Perform checks, monitor KRIs, remediate issues on time, and complete mandatory trainings and certifications.

Requirements

• Master's degree in Finance, Economics, Engineering, or a related field.
• 5–10 years of experience in private banking, sales trading, investment advisory, or structured products at a Swiss or international bank.
• Deep knowledge of markets and multi-asset products, with experience in structured products, funds, mandates, and vanilla/exotic OTC derivatives.
• Proven advisory and execution track record with measurable PnL impact.
• Strong understanding of Swiss regulations and a risk and control mindset.
• Advanced Bloomberg skills; voice trading (Turret) is a plus.
• Experience with portfolio management systems.
• Technical skills in VBA and/or Python; BI/dashboarding is a plus.
• Excellent communication skills; fluent English. French and/or German are strong assets.
• Client-centric with commercial drive and negotiation skills.
• High vigilance, analytical rigor, and responsiveness under time pressure.
• Proactive, innovative, and solution-focused.
• Team player who collaborates across WM, EAM, Trading & Treasury, Investment Services, Risk, and Compliance.
• Integrity, accountability, and professionalism in all interactions.
• Swiss residence is mandatory.

Nice to have

• Voice trading (Turret) experience.
• BI/dashboarding skills.
• French and/or German language skills.

About the company

The company values Dedication, Conviction, Agility, and Responsibility. Compliance with regulations and internal directives is a core competency.

• Values Dedication, Conviction, Agility, and Responsibility.
• Compliance with regulations and internal directives is a core competency.