Investment Portfolio Strategist

Vor 2 Tagen


Genf, Genf, Schweiz Capital Group Vollzeit

At Capital Group, our dedicated team of experts is driven by a passion for delivering exceptional investment solutions to our esteemed clients. As a key member of our team, you will play a pivotal role in serving as the central point of contact for clients' investment needs and advice, responsible for increasing their share of wallet from existing clients.

Job Overview:

  • Partner with Relationship Managers to serve clients across a defined portfolio, ensuring seamless collaboration and expertise in navigating complex client needs.
  • Serve as strategic advisor on clients' overall investment portfolios, driving holistic portfolio construction and asset allocation activities to deliver the CIO view.
  • Assess clients' risk appetite and maintain up-to-date client risk profiles, regularly reviewed to ensure alignment with their evolving needs.
  • Ensure the suitability and appropriateness of all investments for clients, performing corresponding checks to guarantee their interests are prioritized.

Key Responsibilities:

  • Collaborate closely with internal partners, including discretionary portfolio managers and product specialists, to deliver the firm's best capabilities and solutions.
  • Proactively identify needs and opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates, and alternative investments.
  • Manage risks while maximizing financial returns in line with regulations, adhering to professional, legal, and ethical boundaries.
  • Understand classic banking product needs to identify opportunities and connect clients with relevant product specialists.
  • Monitor clients' asset allocation and provide ideas for rebalancing based on the CIO view.


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