Syz Group

Swiss private banking and asset management

Junior Structured Products and Investment Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeGeneva, SwitzerlandNo salary listedIn-person

About the Job

Requirements

A Master's degree in Finance or equivalent is required.
At least 2 years of experience in a similar role is required.
Fluency in French and English is required.
Strong financial market knowledge, including macroeconomics, asset classes, and financial instruments, is required.
Ability to use artificial intelligence tools is required.
Ability to clearly articulate and pitch technical aspects of asset classes is required.
Excellent listening and selling skills, and adaptability to client needs, are required.
Ability to make timely, well-reasoned investment decisions by analyzing issues and balancing fact-based analysis with intuition, information, and experience is required.
A strong client-focused mindset and a high standard of professionalism and integrity are required.
Ability to work under pressure in a fast-moving, changing environment is required.
High attention to detail, analytical ability, intellectual curiosity, and proactivity are required.
A pragmatic, results-oriented approach and a creative, entrepreneurial mindset are required.
Swiss residence is required.

Responsibilities

Provide accurate and timely structured-product pricing to the Front team.
Help manage the full structured-product lifecycle, including daily monitoring, redemption notifications, secondary-market opportunities, and roll or switch proposals.
Contribute to developing and promoting the structured-product offering through idea generation, market intelligence, and collaboration with research teams.
Coordinate execution from pricing and requests for quote through post-trade activities, including term-sheet validation, booking, instrument setup, invoicing, and profit-and-loss reconciliation.
Promote structured products internally by educating relationship managers and supporting their use of pricing tools when appropriate.
Build and maintain relationships with counterparties, overseeing onboarding processes that include know-your-customer checks and contractual documentation.
Provide personalized investment advice within client risk-profile frameworks, including tactical asset allocation and bottom-up approaches.
Partner with the Regional Head to track advisory ideas and their uptake in client portfolios, gather bankers' needs, and propose solutions for relationship managers and clients.
Generate investment ideas with internal specialists across equities, fixed income, foreign exchange and metals, derivatives, and private markets.
Contribute feedback to the research team so investment ideas match client needs.
Promote the firm's investment view and recommended solutions, and coach relationship managers in addressing complex investment challenges.
Explain complex macroeconomic and microeconomic topics clearly to private clients with varying levels of expertise, adapting to their needs and building trust.
Support relationship managers in client acquisition and development.

Desired Qualifications

Knowledge of an additional language is a plus.
Teamwork orientation and a collaborative approach are valued.

Purpose of the role: based in Geneva, you are the investment face of the Front team regarding advisory mandates and structured products. You will interact directly with clients of different sizes and complexity levels, or through their respective relationship managers. As such you will promote investment ideas and act as a partner for the Regional Head and Relationship Managers based on the client needs and our wealth management product offering, and are a key link to build investment solutions based on matching client needs. Overall you actively support the RMs in client acquisition and development.

Job description/ key responsibilities:

Structured Product activity (80%):

Support the Structured Product team by providing accurate and timely pricing to the Front.
Help in managing the full product lifecycle, including daily monitoring, redemption notifications, secondary market opportunities, and roll or switch proposals.
Contribute to the development and animation of the structured product offering through idea generation, market intelligence, and collaboration with research teams.
Ensure seamless execution across all stages of the process — from pricing and RFQs to post-trade activities (term sheet validation, booking, instrument setup), as well as invoicing and P&L reconciliation.
Promote the structured product asset class internally by educating relationship managers and supporting the use of pricing tools when appropriate.
Build and maintain strong relationships with counterparties, overseeing onboarding processes including KYC and contractual documentation

Investment Advisory (20%):

You provide personalised investment advice within the client risk profile framework, be it on their tactical asset allocation or bottom-up approach.
Act as partner for the Regional Head in the tracking of Advisory ideas and their penetration in the clients portfolios, gathering needs from bankers and coming with proposals to address our RMs and clients needs.
Contribute to generating investment ideas leveraging on the various internal specialists in all asset classes: equities, fixed income, FX/metals, derivatives, private markets, etc. You actively contribute in the feedback loop with our research team, in order to have investment ideas matching client needs.
You are able to promote the house view, recommended investment solutions, and coach the RMs in solving complex investment challenges.
You are an investor yourself, passionate about markets and investments, can translate complex macro and micro topics in a comprehensible manner and adapt to various types of private clients, with different levels of expertise, gaining their trust by acting as a true partner for them.

Education: Master in Finance or equivalent
Professional Experience required: Min 2 years in a similar role
Soft skills:

Team work oriented
Able to clearly articulate and pitch technical aspects of asset class
Excellent listening and selling skills, adaptability to client needs
Capability to take timely and well-reasoned investment decisions (analyse issues and balance fact-based analysis with intuition, information and experience)
Strong and demonstrable client focus mindset
Must possess a high standard of professionalism and integrity
Pragmatic, result-oriented
Able to work under pressure and in a fast-moving, changing environment.
High attention to details, analytical, intellectually curious and proactive
Creative and entrepreneurial mindset, as well as team player
Client oriented with strong involvement and initiative.

Technical skills: Excellent financial market knowledge (macro, asset classes and instruments), use of AI tools.
Languages: Fluency in French and English, other language is a plus.

Swiss Residence is required.

About the Company

Syz Group

Swiss private banking and asset management

Syz Group is a Swiss banking group serving private clients, external asset managers, and institutional investors through three lines: private banking, capital, and asset management. Clients access traditional products alongside alternative investments such as private equity and hedge funds, with options to co-invest alongside the founding family. The group differentiates itself through its family-owned, founder-led culture and boutique, international footprint across Swiss cities and international locations, emphasizing long-term relationships and transparency. Its goal is to empower clients’ wealth by protecting and growing assets through stability, selective access to alternatives, and tailored advisory.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: Geneva, Switzerland
Founded: 1996

Recently Posted Jobs

Explore more opportunities at Syz Group

See more jobs