Portfolio Investment Strategist
vor 1 Tag
We are seeking a highly skilled Portfolio Investment Strategist to join our team at Spring Equity Partners SA in downtown Geneva. This is a challenging and rewarding opportunity for an experienced professional looking to advance their career in wealth management.
Key Responsibilities- Budget Management: Assist in the daily management of investment portfolios, including monitoring market trends and implementing strategies to achieve optimal returns.
- Relationship Building: Maintain and strengthen relationships with clients, counterparties, and key stakeholders, ensuring excellent client service and support.
- Documentation and Compliance: Ensure accurate and timely preparation of investment-related documents, reports, and presentations, as well as adherence to banking documentation policies.
- Data Analysis: Organize, update, and analyze financial data to support informed investment decisions.
- Risk Management: Collaborate with the risk management team to ensure compliance with policies and identify potential risks.
- Education: University-level education (minimum BA/BSc) in a relevant field, such as finance or business administration.
- Experience: At least 5 years of experience in the banking or financial services industry, preferably in a similar role.
- Languages: Bilingual in French and English (written and spoken).
- Skills: Solid understanding of banking documentation, financial markets, and investment products, as well as knowledge and experience of banking software.
- A dynamic and innovative work environment with opportunities for growth and development.
- Continuous learning opportunities to stay up-to-date with industry developments.
- A flexible working arrangement with a 60% activity rate, allowing for a healthy work-life balance.
We offer a competitive salary range of CHF 80,000 - CHF 120,000 per year, depending on experience, plus additional benefits and bonuses.
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