Portfolio Manager

vor 2 Wochen


Versoix, Schweiz Phoenix Management SA Vollzeit

En tant que gestionnaire de portefeuille avec votre propre clientèle, vous auriez la responsabilité de gérer les investissements pour les comptes de vos clients. Cela implique de comprendre les objectifs de chaque client, de déterminer leur profil de risque et de créer des portefeuilles d’investissement personnalisés en fonction de ces informations.

En plus de la gestion des portefeuilles, vous devriez également fournir à vos clients des mises à jour régulières sur les performances de leur portefeuille et des recommandations pour des ajustements éventuels. Il est important de maintenir une communication transparente et régulière avec vos clients pour leur permettre de comprendre les décisions d’investissement que vous prenez en leur nom.

Il est également important de respecter les règles et réglementations du secteur financier. Vous devrez être en mesure de suivre les normes de conformité et de déontologie en vigueur, ainsi que de maintenir des registres précis et détaillés de toutes les transactions effectuées pour le compte de vos clients.

Type d'emploi : 100%, CDI

Salaire : CHF10'000.00 à CHF20'000.00 par mois

Avantages:

- Programmes de formation continue

Programmation:

- Périodes de travail de 8 Heures

Types de primes et de gratifications:

- Commissions
- Prime de performance
- Primes



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