Investment and Portfolio Adviser

About us

As one of the world’s largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth.
Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.

Having been at the centre of the world’s financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 50 offices around the world.

Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.

It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.

Overview of Role

We are seeking for a proactive Senior investment professionalwith a proven experience in cross-asset Investment Advisory or Portfolio Management coupled with regular client interactions to strengthen the central Advisory team.

This is a full-time position in the Investment & Portfolio Advisoryteam of the Wealth Management division, based in Geneva, with a degree of flexibilityregarding home / work arrangements.

Our Investment & Portfolio Advisory services are designed for investors who wants to retain control of investment decisions with the support of dedicated investment specialists, in a multi-asset class context. From thematic investments and sector reviews to single line equities, bonds and structured products, the team provides regular investment advice in-line with our top-down investment strategy. The successful candidate will join a dynamic, international team in a reputable organization and will be responsible for servicing Client Advisers and collaborating with the rest of the Investments team.

At Rothschild & Co we aspire to create a balanced, diverse, inclusive and supportive environmentwhich enables all colleagues to achieve their personal and professional aspirations and to provide long-term opportunities for growth. Our culture is inclusive and collegiate, by which we mean that we foster a sense of teamwork, respect and partnership in everything we do. We support various personal development initiatives through our internal networks and also membership of external networking organisations and forums to connect our professionals and promote inclusivity across the firm.

Responsibilities

• Proactively generate investment ideas across asset classes including delivery to Client Advisers
• Originate, develop, write and present investment ideas to Client Advisers and clients
• Contribute actively in investment meetings
• Interact with the specialists in the research department in order to derive investment ideas
• Oversee and manage advisory client relationships together with Client Advisers
• Support Client Advisers to increase advisory penetration within the Bank and in all aspects related to days to days investment advisory
• Participate in client meetings in-house and outside the Bank with Client Advisers
• Coordinate and prepare regular portfolio reviews and bespoke portfolio proposals
• Limited travel expected

Education and Qualifications

• University degree in Finance, Macroeconomics or Business Administration
• Further related education (CFA, AZEK) is desired

Experience, Skills and Competencies Required

• >5 years of relevant job experience in advisory, portfolio management or research in a multi-asset context
• Proactive investment professional with an affinity to multi-asset investment management and client interaction
• Entrepreneurship to generate ideas and develop the advisory offering
• Strong interest in financial markets and investments
• Very good understanding of all asset classes and financial instruments
• Full IT independence. Literacy in Excel, PowerPoint and Bloomberg a must
• Strong communication skills and ability to adapt her/his communication style to different levels of sophistication
• Fluent in English and French. Any other languages are an asset
• Strong written skills in English regarding macroeconomics, financial markets and investment ideas
• Responsible, ethical, and able to represent the Rothschild & Co branding
• Team player with outgoing personality and can-do attitude
• Capable of working under pressure and efficiently prioritizing tasks

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Cover Letter through our recruitment tool.