Senior Portfolio Manager
Vor 3 Tagen
Private Bank in Geneva.
Job Description
- Portfolio Strategy & Management: Oversee centralized mandates, lead portfolio construction discussions, and develop tailored investment solutions aligned with client risk profiles.
- Investment Advisory: Generate and present innovative investment ideas to relationship managers and select clients, contributing to the growth of advisory services.
- Team Collaboration : Support team members in trade execution, client reporting, and compliance, fostering a culture of excellence.
- Operational Efficiency: Leverage expertise in banking systems (e.g., Avaloq) to optimize processes and ensure regulatory compliance.
The Successful Applicant
- Experienced in private banking (min 5 years in similar position), with a strong background in finance and investment strategy.
- Skilled in portfolio construction, risk management, and banking systems.
- Knowledge of Avaloq Banking System.
- Fluent in French and English; German and/or Italian is a plus.
- A trusted advisor with the ability to communicate investment strategies effectively.
- A team player, detail-oriented, adaptable to market changes, and committed to delivering tailored client solutions.
What's on Offer
- Strategic Impact: Influence investment decisions and advisory services within a reputable institution.
- Prime Locations: Work in Geneva or Zurich, key financial hubs.
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