Portfolio Manager

vor 2 Wochen


Geneve, Schweiz Santander Vollzeit

Portfolio Manager

Country: Switzerland

**WHAT YOU WILL BE DOING**

**Position Summary**:
Portfolio management of discretionary mandates, tailor-made portfolios as well as mutual funds. The portfolio manager counts with strong knowledge across asset classes and may specialize on either fixed income or equity. Is member of a team of investment specialists and participates actively in the investment process and asset allocation decissions, in addition to the daily management of portfolios under their responsability. Works closely with Private Bankers and contributes to the development of Discretionary Portfolio Management offering to meet client needs including periodic strategy and performance reviews.

**Position duties & responsibilities**:

- Contribute to the management of several mandates, tailor-made portfolios and funds invested in all major asset classes.
- Actively participate in the generation of investment ideas and marketing efforts of the discretionary platform.
- Proactive support to promote DPM products and services. Teaming up with Relationship Managers, preparing presentations and attending client meetings and calls
- Ensure the proper management, execution and follow-up of DPM mandates and funds, in adherence with the Bank's policy

**Job Requirements**:

- University degree in Finance and /or Economics. CFA a plus
- Minimum 3 years of discretionary portfolio management experience in a private bank, or asset management company. Deep understanding and experience of portfolio management, portfolio construction, asset allocation and risk management
- Excellent verbal and written communication skills
- Able to deliver ‘client-ready’ (accurate, consistent, polished) output that clearly communicates key messages
- Flexible and Adaptable to change
- Strong Team player
- Highly motivated by new challenges and professional growth



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