Investment Advisor

About

Our client is a Geneva-based, FINMA-regulated boutique investment firm delivering tailored solutions across public markets, alternatives, and private markets. With a small, agile team, the firm offers a highly collaborative and entrepreneurial environment, providing professionals with direct exposure to decision-making and client outcomes. Unlike some traditional private banking structures, the platform enables full access to a broad, open-architecture investment universe, allowing advisors to deliver truly bespoke, institutional-quality solutions to private clients. This is an ideal setting for individuals looking to step away from product-driven or sales-heavy models and focus on high-conviction investment advice and long-term client relationships.

Working closely with the Chief Investment Officer, you will join as an Investment Advisor at an intermediate level, suited to candidates with sufficient experience to operate independently while still looking to grow within a high-performing environment. The role focuses on advising high- and ultra-high-net-worth clients on multi-asset portfolios, primarily implemented through funds and structured solutions rather than direct single-security selection. You will play a key role in managing client relationships, delivering tailored investment strategies, and contributing to the firm's continued growth. The role spans public and private markets as well as alternatives, requiring a genuinely cross-asset mindset and comfort operating as a generalist.

Responsibilities

• Advise HNWI and UHNWI clients on diversified, multi-asset portfolios, with a strong focus on alternatives and private markets
• Generate cross-asset, macro-driven investment ideas and translate them into actionable client solutions
• Support a small, agile team and contribute to the growth of the boutique firm.

Qualifications

• University degree in Finance, Economics, or a related field
• Around 8-10 years' experience in investment advisory within Swiss private banking or a boutique investment firm
• Strong multi-asset expertise across public and private markets, including alternatives, with a solid macro perspective
• Fluent in English; good command of French

Additional Information

• Available for a full-time, permanent position (no home office)