Optima Partners | Investment Advisor

Job Description

Investment Advisor – Wealth Management

For our client, a boutique Swiss private bank, we are seeking an Investment Advisor reporting directly to the Head of Investment Advisory.

This is an opportunity to join a dynamic team within a human-sized banking institution that combines a personalized approach with an international presence, offering excellent prospects for professional growth and development.

1. Your responsibilities 

• Identification of Investment opportunities and writing of investment ideas for all asset classes


• Monitor and manage advisory accounts across all asset classes including equities, fixed income, FX and alternatives.


• Prepare and present investment proposals tailored to clients’ risk profiles, objective and constrains.


• Portfolio review and investment proposals in line with clients' risk profile and investment objectives


• Price, structure and explain derivative strategies including options and structured products.


• Active participation in the Investment Committee. Contribute to the investment team in generating ideas, identifying opportunities


• Open to integrating AI tools into day to day workflows to automate operational and manual tasks, improving efficiency and scalability.

2. Your profile

• Master’s degree in finance, CFA / CAIA or equivalent


• Minimum 5 years experience as an Advisor for WM clients


• Broad understanding of financial markets, asset classes and investment products 


• Team-player, analytical, entrepreneurial, innovative, reliable 


• English fluent, Spanish or Portuguese a strong +


• Excellent communication skills 


• Valid Swiss Residency