Junior Portfolio Manager FR

vor 3 Wochen

Geneva, Schweiz Michael Page Vollzeit
  • Integration within the Wealth Management department;
  • Participating in client meetings with a Senior Portfolio Manager;
  • Explaining the investment proposals, the investment outlook & portfolio management strategy, the cooperation with external custodians;
  • Understanding and respecting the client compliance & MIFID regulation;
  • Answering to the different client requests;
  • Participating in marketing events such as presentations, dinner & charity events, marketing events (evening & week-end) and sport events;
  • Research analysis ;
  • Understanding investment method and client portfolios;
  • Contributing to the weekly Research Meetings;
  • Monitoring a number of client portfolios on a daily basis by using portfolio management system;
  • Executing the necessary transactions;
  • Transmitting the orders to the involved custodians;
  • Responsible for the verification of a correct order execution and booking;
  • Reporting to the clients and Management;
  • Other various tasks ad-hoc;
  • Day to day in the office.

  • Graduated from a Bachelor economics or equal to experience;
  • Similar and relevant professional experience as Analyst, Junior Portfolio Manager or Portfolio Manager Assistant within a Wealth Manager, a Family Office and / or a Private Bank based in Switzerland;
  • Very high understanding of financial markets and financial instruments;
  • English and French languages fluent both written and verbal;
  • At least one additional language;
  • Good level on MS Office and Portfolio Management System;
  • Solution problem solving;
  • Interactive behaviour;
  • Engagement;
  • Autonomy;
  • Cultural diversity;
  • Resilience to stress;
  • Capacity to build a network;
  • Swiss residence ideally.

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