Senior Investment Portfolio Coordinator
vor 1 Tag
**Job Title:** Senior Investment Portfolio Coordinator
**Overview:
- We are seeking an experienced investment professional to join our team as a Senior Investment Portfolio Coordinator at Spring Equity Partners SA in downtown Geneva.
**Salary: CHF 80,000 - CHF 100,000 per year
**Responsibilities:** The Senior Investment Portfolio Coordinator will play a key role in supporting the daily management of investment portfolios. This includes monitoring market trends and implementing strategies to optimize returns. The successful candidate will also be responsible for preparing and updating investment-related documents, reports, and presentations for internal and client use. Additionally, they will maintain and strengthen relationships with clients, counterparties, and key stakeholders, support with troubleshooting, document banking transactions, organize and update financial data, and ensure compliance with policies.
**Requirements:** To excel in this role, the ideal candidate should have a minimum of 5 years of experience in the banking or financial services industry as a wealth management assistant or similar position. They should hold a university-level education (minimum BA/BSc) and possess a solid understanding of banking documentation, financial markets, and investment products. Proficiency in banking software and excellent analytical skills are essential. Bilingualism in French and English is highly valued, as well as strong communication and interpersonal skills.
**What We Offer:** As a member of our team, you can expect a stimulating and innovative work environment, continuous learning opportunities in a rapidly evolving sector, and a flexible working arrangement with a 60% activity rate. If you are passionate about delivering exceptional client service and take pride in your work, we encourage you to apply.
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