Financial Analyst (Private Wealth Management)

TL;DR

Financial Analyst (Private Wealth Management): Supporting relationship management and wealth strategies for high-net-worth clients with an accent on portfolio monitoring, asset allocation analysis, and market research. Focus on executing trades, preparing client presentations, and collaborating with internal product groups to meet complex investment needs.

Location: Must be based in Geneva, Switzerland

Company

hirify.global is a leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Monitor portfolio holdings and analyze asset allocations for high-net-worth clients.
• Prepare marketing presentations addressing equity, fixed income, and alternative investments.
• Execute portfolio rebalancing and assist with trading activities.
• Research internal and external investment vehicles to support client strategies.
• Relay firm research and market views to Private Wealth Advisors.
• Collaborate with various product groups to address specific client needs.

Requirements

• Bachelor’s degree.
• Must be based in Geneva, Switzerland.
• Proficiency in MS Office (Excel, PowerPoint, Word, Outlook).
• Strong communication skills and ability to manage multiple projects.
• Ability to work in a fast-paced environment and exercise discretion with confidential information.
• French or Italian language skills are considered beneficial.

Culture & Benefits

• Commitment to diversity, inclusion, and professional growth.
• Access to firmwide networks, training, and development opportunities.
• Comprehensive wellness, personal finance, and mindfulness programs.
• Supportive environment with a focus on ethical standards and integrity.