Titre de fonction: Investment & Suitability Risk Officer
Type de Job: Permanent
Catégorie d'emploi: Plein-temps
Industrie: Banking & Financial Services
Localisation: Geneva, Switzerland
Offre publiée: 22/05/2025
Numéro de l'offre: 36749
Nom du contact: Neil Tredinnick
Numéro de téléphone: +41 22 718 03 10
Email: n.tredinnick@lotuspartners.ch

Description de poste

 

For one of our clients, a private bank based in Geneva, we are looking for an:

 

INVESTMENT & SUITABILITY RISK OFFICER

 

Job description

  • Ongoing and ad hoc suitability and compliance controls related to investments.
  • Regulatory support to Portfolio Management and Investment Advisory teams.
  • Development and maintenance of risk dashboards and management tools.
  • Contribution to the second-line risk management framework.
  • Assistance and challenge to first-line controls implemented by the Investment team.
  • Participation in group-wide suitability and risk management projects.
  • Monitoring of regulatory frameworks (LSFin, MiFID) and ESG standards.
  • Collaboration with data analysts to define ESG-related data needs.
  • Quarterly debriefings with Wealth Management teams on key controls.
  • Guidance and remediation of Investment Guidelines breaches.
  • Representation in the Investment and Product Committee.

 

Required profile

  • Master’s degree in Finance, Economics, or related field.
  • CFA, FRM, CIIA, or Compliance certifications (asset).
  • 5+ years’ experience in financial risk or compliance within wealth management.
  • Strong knowledge of investment products and financial markets.
  • Thorough understanding of LSFin, MiFID, and ESG regulations.
  • Autonomy, initiative, and ability to work independently.
  • Strong communication and interpersonal skills.
  • Analytical and solution-oriented mindset.
  • Proficiency in VBA or Power BI.
  • Fluency in French and English.

 

All files will be treated with the utmost confidentiality.