Strategic Portfolio Development Professional

Vor 2 Tagen


Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin AG Vollzeit
About Bank J. Safra Sarasin

As a leading sustainable private bank, we prioritize dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success relies on the enthusiasm and commitment of our employees, who bring unique technical expertise, professional qualifications, and social skills to the table.

We have been successfully operating for over 180 years across 27 locations worldwide, offering our employees the chance to be part of our success story. Our employees are our most valuable asset, and we take pride in fostering a unique culture that encourages entrepreneurship and is fueled by a high team spirit and positive attitude.

Become an integral part of our international team and contribute to the next chapter of the J. Safra Sarasin Group.

Your Role as Junior Portfolio Manager

In this versatile role, you will be responsible for operational implementation of our sustainable discretionary private banking mandates globally. You will implement and execute centralized trades for mandates and investment funds, create and maintain building blocks and model portfolios required for all mandates, including premium offerings.

Contribute to the international roll-out and centralization of tasks, including future onboarding of new businesses. Support team leaders and fund managers in their management roles.

Your Responsibilities
  • Operationalize global sustainable discretionary private banking mandates
  • Execute centralized trades for mandates and investment funds
  • Create and maintain essential portfolio components and model portfolios
  • Support business expansion through international roll-out and task centralization
  • Assist team leaders and fund managers in their managerial duties
Key Requirements

To excel in this role, you should possess:

  • A university degree in Economics/Business Administration or equivalent banking education
  • At least 1-3 years of experience in financial services or investment management
  • Excellent Microsoft Office skills, with knowledge in Avaloq being an advantage
  • The ability to weigh problems and set priorities, along with strong analytical and problem-solving skills
  • Capacity to work accurately, efficiently, and independently
  • Strong interpersonal skills and ability to collaborate with various stakeholders
  • Ability to perform under pressure
  • Fluency in English (German is a plus)

Please note that direct applications only will be considered.

By submitting your application, you acknowledge your understanding and acceptance of the terms outlined above.



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