Portfolio Manager – Wealth Management

vor 2 Wochen

Genf, Genf, Schweiz Optima Partners Vollzeit CHF 80'000 - CHF 150'000 pro Jahr

Job Description

 Portfolio Manager – Wealth Management (Multi-Asset)

For our client, a mid-sized private bank, we are seeking a Portfolio Manager, reporting directly to the Head of Asset Management.

You will have the opportunity to evolve within a dynamic team in a human-scale institution with an international presence.


Your Role and Responsibilities

  • Identify and execute investment opportunities across multiple asset classes.
  • Conduct in-depth market research and analysis.
  • Manage risk exposures and contribute to the overall success of the firm's investment strategies.
  • Collaborate with colleagues across functions — including research, trading, risk management, and operations — to achieve portfolio objectives and foster a culture of innovation and excellence.
  • Develop and implement investment strategies aligned with portfolio objectives, risk tolerance, and market conditions.
  • Contribute to product development, from concept to final delivery, engaging with key stakeholders across the organization at every stage of the process.
  • Actively participate in multi-asset portfolio management, including asset allocation, fund selection, and strategy implementation.

Profile and Required Skills

  • 5+ years of experience in a similar role within private banking or wealth management.
  • Strong expertise in equity analysis, security selection, and portfolio management.
  • Proven ability to translate investment views into actionable trading strategies for client portfolios.
  • Experience with derivatives trading as part of effective portfolio management.
  • Solid understanding of the Fixed Income and Securities environment (CH, EU, and US).
  • In-depth knowledge of micro and macro valuation drivers, as well as market sentiment, positioning, and technical analysis.
  • Demonstrated ability in fund selection and multi-asset allocation.
  • Strong knowledge of Swiss asset management and banking regulations (LSFin, FINMA).
  • Familiarity with structured products.
  • Excellent communication skills to convey market insights and investment perspectives to internal and external stakeholders.
  • Deep commitment to teamwork and collaboration.
  • Proven track record in discretionary portfolio management and multi-asset strategy implementation.
  • CH / EU nationality and Swiss residency required.

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