Senior Portfolio Management Specialist
Vor 2 Tagen
**Job Description:**
We are seeking an experienced Senior Portfolio Management Specialist to join our team at Spring Equity Partners SA in downtown Geneva. As a key member of our family office, you will play a vital role in the daily management of investment portfolios.
**Key Responsibilities:
- Investment Support: Assist in monitoring market trends and implementing strategic investment decisions. Prepare and update investment-related documents, reports, and presentations for internal and client use.
- Relationship Management: Maintain and strengthen relationships with clients, counterparties, and key stakeholders. Support with troubleshooting and provide exceptional client service.
- Documentation and Data Management: Solid knowledge of banking documentation, including trusts. Responsible for onboarding and client contracts. Organize, update, and analyze financial data to support investment decisions.
- Risk Control: Support the risk management process by ensuring compliance with policies and monitoring potential risks.
**Requirements and Qualifications:
- Bilingual in French and English (written and spoken)
- At least 5 years of experience in the banking or financial services industry as wealth management assistant or similar positions.
- University-level education (minimum BA/BSc)
- Solid understanding of banking documentation, financial markets, and investment products.
- Knowledge and experience of banking software.
- The ideal candidate should be proactive, detail-oriented, and passionate about delivering excellent client service in a professional and friendly manner.
**What We Offer:
- A stimulating and innovative work environment in downtown Geneva.
- Continuous learning opportunities in a rapidly evolving sector.
- A flexible working arrangement with a 60% activity rate.
**Estimated Salary:** CHF 120,000 - CHF 150,000 per year, depending on experience. We offer a competitive salary based on industry standards and your qualifications.
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