INVESTMENT CONSULTANT (M/F), Geneva

Job Description As an

Investment Consultant , you are the go - to investment expert for Relationship Managers.

You:

Deliver high quality, risk controlled, compliant advice aligned with our house views.

Boost business by pushing our cross asset offering (liquid markets, private equity, real estate) across indirect advisory mandates.

You like markets, you like clients, and you like to close.

What You Will Do

Provide proactive, multi asset advice (bonds, equities, funds, private assets, alternatives, structured products) to a pool of Relationship Managers.

Build sharp investment proposals fully aligned with client profiles and our strategic&tactical allocation.

Support Relationship Managers every day on portfolios, product selection and market views; join client/prospect meetings and defend your ideas.

Promote key products (EdR Asset Management, EdR Private Equity, EdR REIM, structured products) and run targeted campaigns with product specialists.

Spot and convert cross selling opportunities into both Discretionary and Advisory exclusive mandates.

Produce clear, compliant written advice (emails, proposals), respecting cross border rules.

Keep your edge: follow markets, regulations and pursue certifications (CFA, CAIA, CWMA).

What You Bring

7–10 years in banking / wealth / asset management, in investment advisory or product roles.

Master in finance (or similar); CFA or CAIA (completed or in progress) is a strong plus and will be a key differentiator.

Solid multi asset expertise and the ability to turn views into trades.

Fluent English&French; other language is a plus.

High drive, strong client impact, excellent presentation skills, and a real team spirit.

Why Join Us

Be at the heart of the investment engine of Edmond de Rothschild, working closely with Relationship Managers, portfolio managers and product specialists.

Contribute to high conviction investment solutions across both liquid markets and private assets.

Grow in an environment that values expertise, initiative and long term relationships.

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