Investment Advisor
CIS & CEE Market — Geneva · Geneva
Base Salary
CHF 140K – 220K
base · advisory performance bonus
Portable Book
No minimum
Bank provides existing client base
Location
Geneva
On-site
Seniority
Director / ED
Senior mandate
The Opportunity
The Investment Advisor is responsible for delivering tailored investment advice and portfolio strategies to high-net-worth and ultra-high-net-worth individuals from the CIS and CEE region. Working closely with Relationship Managers, the IA ensures clients receive comprehensive, risk-appropriate investment solutions aligned with their goals and profile.
This is a pure investment advisory mandate — not an RM role. The bank provides the client base. The candidate brings investment expertise: the ability to construct and optimise portfolios across asset classes, present strategies clearly, conduct regular portfolio reviews, and act as the trusted investment contact for existing clients in partnership with the RM team.
The role requires a university degree in Finance, Economics or equivalent. CFA, CIIA or CWMA is a strong asset. Minimum five years of experience in a similar investment advisory position within private banking. Very good knowledge of Russian is a strong differentiator for this mandate.
What You Bring
The profile that succeeds in this mandate.
- 1Perfectly fluent in French and English · Very good Russian mandatory
- 2CFA, CIIA or CWMA a strong asset · min. 5 years investment advisory in private banking
- 3Strong knowledge of equities, derivatives, fixed income, structured products · no book required
Selection Process
No panels. No bureaucratic rounds. Your information is never shared with the hiring institution without your explicit consent.
Indicative Compensation
CHF 140K – 220K
base · advisory performance bonus
Indicative range only. Final package is structured by the hiring institution based on AUM, NNM track record, seniority and negotiation. NPC contribution is available for qualified candidates.
Ready to explore this mandate?
No CV required at this stage. One call. Fully confidential.