Private Wealth Management, Financial Analyst, Analyst, Geneva

The company seeks a Junior Financial Analyst in Geneva to support Private Wealth Management by analyzing portfolios, researching investments, and assisting advisors with client strategies.

The Private Wealth Management division focuses on building and maintaining relationships with high-net-worth individuals and their families. This role supports that mission by monitoring investments, analyzing market trends, and helping advisors implement long-term wealth strategies tailored to client risk profiles.

Responsibilities

• Collaborate with Private Wealth Advisors to execute wealth management plans for clients.
• Create marketing materials that cover equity, fixed income, and alternative investment options.
• Evaluate equity and fixed income portfolios to assess risk and return metrics.
• Perform portfolio rebalancing tasks.
• Investigate internal and external investment options for client allocations.
• Track current financial market events and trends.
• Share internal research and market insights with Private Wealth Advisors.
• Coordinate with product groups to address client requirements.
• Support trading activities and provide general team assistance.

Requirements

• Hold a Bachelor’s degree.
• Demonstrate proficient to advanced proficiency in MS Office applications, including Excel, PowerPoint, Word, and Outlook.
• Maintain a highly organized approach with meticulous attention to detail.
• Manage multiple projects with competing deadlines effectively.
• Work well within a team, maintaining a positive attitude and strong work ethic.
• Possess strong written and verbal communication abilities.
• Thrive in a fast-paced work environment.
• Adapt quickly to different industries and business contexts.
• Self-direct, analyze, evaluate, and form independent judgments.
• Build relationships with senior management and global stakeholders.
• Exercise discretion with confidential information and demonstrate commercial savvy.
• Uphold integrity, ethical standards, and sound judgment.

Nice to have

• Knowledge of French or Italian is considered an advantage.
• Prior experience in a relevant field is preferred.

About the company

Founded in 1869, the firm is a leading global investment banking, securities, and investment management company. It is dedicated to helping clients, shareholders, and communities grow by committing its people, capital, and ideas. The organization values individuality and is committed to fostering diversity and inclusion, offering professional growth opportunities, training, wellness programs, and mindfulness initiatives to support personal and career development.

• The firm is dedicated to helping clients, shareholders, and communities grow.
• Founded in 1869, it is a leading global investment banking, securities, and investment management firm.
• The organization believes individuality enhances professional performance.
• The company fosters diversity and inclusion, offering training, development, wellness, and mindfulness programs.