Stellenangebote bei B CAPITAL SA

About Us B Capital SA is a successful British-Swiss multi-family office investment management firm, with a strong presence in Geneva and offices across London, Malta, the Cayman Islands, and Lisbon. We offer comprehensive investment management services to our select clientele, skillfully blending global reach with personalized attention. The Role Building on our firm's robust UK heritage and established relationships within the UK wealth management community, we are seeking a talented Investment Professional to join our Geneva office. This strategic role aims to strengthen and expand our existing UK client base while leveraging the investment capabilities and regulatory advantages of our Swiss platform. The successful candidate will serve as the primary bridge between our Geneva investment team and the UK HNWI community, ensuring the continued service of our longstanding UK relationships while strategically expanding our footprint in this core market. Key Responsibilities Attract new assets under management from UK-based HNWIs. Leverage established professional and social networks in the UK to obtain referrals for new prospects and deals. Assist in finalizing new investment mandates from existing prospects. Support the active management of client investment portfolios, including monitoring, rebalancing, and optimization. Analyze and execute asset allocation changes across various portfolios while ensuring alignment with client objectives. Prepare and present comprehensive investment proposals tailored to client needs and risk profiles. Contribute to investment committee discussions and portfolio strategy development. Required Qualifications and Experience A minimum of 5 years of experience in UK wealth management or private banking. Existing relationships with UK HNWIs. Established professional network in the UK, including private banks, law firms, and family offices. Native English speaker with a deep understand