Strategic Portfolio Manager

vor 10 Stunden


Zürich, Zürich, Schweiz W Executive Vollzeit
Job Description:

We are seeking a highly skilled Strategic Portfolio Manager to join our team at W Executive.

Job Summary:

This role is responsible for managing and growing a portfolio of high-net-worth clients, providing expert financial advice on wealth management, investment strategies, and estate planning.

Key Responsibilities:
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs and objectives.
  • Portfolio Management: Manage and grow a portfolio of clients, ensuring their banking and investment needs are met with tailored solutions.
  • Financial Advisory: Provide expert financial advice on a range of products and services, including wealth management, investment strategies, and estate planning.
  • Client Acquisition: Identify and acquire new high-net-worth clients through networking, referrals, and business development activities.
  • Customer Service: Deliver exceptional customer service, ensuring client satisfaction and loyalty.
  • Compliance: Ensure all activities comply with regulatory requirements and internal policies.
Qualifications and Requirements:
  • Education: A Bachelor's degree in Finance, Economics, Business Administration, or a related field. Advanced degrees or professional certifications (e.g., CFA, CFP) are a plus.
  • Experience: Minimum of 5-8 years of experience in private banking or wealth management, with a proven track record of managing high-net-worth clients.
  • Skills:
    • Strong Understanding: Financial markets, investment products, and wealth management strategies.
    • Excellent Interpersonal: Skills, communication skills, and ability to build and maintain long-term client relationships.
    • Analytical and Problem-Solving: Abilities and proficiency in English; knowledge of additional languages is an advantage.
Personal Attributes:
  • Client-Focused: A passion for delivering exceptional service and financial solutions to clients.
  • Proactive: Self-motivated and driven to achieve targets and grow the client portfolio.
  • Ethical: High ethical standards and a commitment to integrity and transparency.
  • Adaptable: Ability to thrive in a dynamic, fast-paced environment.
Salary and Benefits:

The estimated annual salary for this role is £80,000 - £120,000, depending on experience. We also offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.



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