Discretionary Portfolio Manager

Vor 6 Tagen

Schweiz BIL Vollzeit CHF 100'000 - CHF 120'000 pro Jahr

Banque Internationale à Luxembourg (Suisse) SA (BIL Suisse) is a fully owned subsidiary of Banque Internationale à Luxembourg SA (BIL), the oldest private bank in the Grand Duchy. BIL Suisse is a boutique bank providing innovative wealth solutions for internationally active entrepreneurs and families, with offices in Zurich, Geneva and Lugano.
The organizational structure is designed to foster quick and agile decision-making, with streamlined reporting channels. This empowers BIL Suisse to provide clients with cutting-edge solutions tailored to their evolving requirements.

Your next challenge: 

  • Construct and manage discretionary multi-asset portfolios in line with clients' objectives, risk profiles, and the bank's investment strategy including proactive monitoring, rebalancing, performance analysis, and tactical adjustments. 
  • Prepare and deliver portfolio reviews and investment rationale in client meetings, working closely with relationship managers to support client retention and new business. 
  • Oversee the operational integrity of DPM mandates: coordinate trade execution, cash management, settlements, reconciliations, and ensure accurate portfolio data and reporting across systems. 
  • Maintain accurate documentation and ensure all mandates adhere to fiduciary obligations, regulatory standards, and internal risk frameworks. 
  • Drive process improvements that strengthen efficiency, reduce operational risk, and support scalable growth of the DPM platform. 
  • Collaborate with colleagues across Geneva and Zurich on strategic projects, transformation initiatives, and product development. 

Your skills: 

  • A Degree in Business Administration, Banking & Finance, Management & Economics or similar (Bachelor/Master/MBA), CFA or equivalent is an asset. 
  • Minimum 5–8 years of experience in discretionary portfolio management, preferably within private banking. 
  • Proven ability to manage multi-asset portfolios and to communicate complex investment ideas to sophisticated clients. 
  • Strong client-facing skills with experience in building trusted relationships. 
  • Solid understanding of global markets, asset allocation, and portfolio construction. 
  • Team-oriented with a proactive and entrepreneurial mindset. 
  • Fluency in English and French. Other languages are an asset.  
  • Strong Office skills (esp. Excel, PowerPoint and Bloomberg). 

This presents an exciting opportunity to become a part of our team in Switzerland and play a pivotal role in the expansion of our bank. If you are a motivated individual with a deep-seated enthusiasm for the financial sector and possess the necessary skills and qualifications, we invite you to submit your application.

BIL is firmly of the opinion that diversity & inclusion contribute towards increasing the collective performance of the Bank. We are committed to creating a culture of inclusion that encourages individual development with equal opportunities for all. BIL Suisse carries the Fair-ON-Pay label and underlines thereby its lasting commitment to equal pay between women and men

  • Portfolio Manager

    vor 2 Wochen

    Schweiz ball Vollzeit $ 96'000 - $ 137'180 pro Jahr

    This position will be posted for a minimum of 3 days and will remain open until filled or adjusted based on the volume of applicants.Further your career at Ball, a world leader in manufacturing sustainable aluminum packaging. Achieve extraordinary things when you join our team, and make a difference in your professional development, the community, and around...

  • Assistant Portfolio Manager

    vor 5 Stunden

    Schweiz Symbiotics Group Vollzeit

    About us Symbiotics is the leading market access platform for impact investing in emerging and frontier markets, offering market research, investment advisory and asset management services. We are regulated by FINMA, the Swiss Financial Market Supervisory Authority and our daughter company Symbiotics (UK) Ltd has an investment firm license from the FCA in...

  • Project Manager Portfolio Performance Review

    vor 1 Woche

    Schweiz GSI Consultants Vollzeit

    **Responsibilities** - Manage the review and implementation of Investment Portfolio Performance Review (IPPR) for four global locations - Improve the current setup in terms of data quality reports, processes and procedures to create a transparent workflow for all stakeholders involved in the quarterly IPPR report - Manage challenges related to timescales and...

  • Portfolio Manager – Personal Workspace, Europe

    vor 2 Wochen

    schweiz Logitech Vollzeit

    Logitech is the Sweet Spot for people who want their actions to have a positive global impact while having the flexibility to do it in their own way. The Team and Role: At Logitech, the Personal Workspace category is a key area of focus as we continue to innovate how people work, create, and connect. Reporting to the Category Head of Personal Workspace,...

  • Portfolio Analytics Leader

    vor 2 Wochen

    schweiz Roche Vollzeit

    At Roche you can show up as yourself, embraced for the unique qualities you bring. Our culture encourages personal expression, open dialogue, and genuine connections,  where you are valued, accepted and respected for who you are, allowing you to thrive both personally and professionally. This is how we aim to prevent, stop and cure diseases and ensure...

  • Global Portfolio Communication Manager, Rare Disease

    vor 1 Woche

    Schweiz Novo Nordisk Vollzeit

    Are your eager to drive the communication strategy and create effective content for Rare Disease therapeutical area? Are you passionate to build and increase Novo Nordisk's reputation globally and support our business by communicating effectively and collaborating professionally with different stakeholders? You will be joining a dynamic, diverse, and...

  • Senior Project Manager

    Vor 5 Tagen

    Schweiz VNT Vollzeit CHF 9'800 - CHF 121'000 pro Jahr

    About the RoleAs Ventia's Digital Services team grows, we're looking for a Senior Project Manager for key delivery activities for large complex and specialised projects ensuring adherence to governance and high standard of delivery of outcomes in time and within budget.You'll role model adherence to governance and standards for regulatory compliance but...

  • Client Investment Risk Manager

    vor 2 Wochen

    Schweiz PICTET Vollzeit

    **Your team**: - Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.- We are seeking a highly skilled...

  • Floor Manager

    vor 5 Stunden

    Schweiz Zoe Drocourt GmbH Vollzeit

    Floor Manager - Luxury store (M/F/x) A major Luxury brand is looking for a Department Manager for its Geneva store. Reporting to the Boutique Director, you will contribute to the development of the commercial activity of the store. **Key responsibilities**: - Recruiting, Managing, counselling, motivating and developing a team of Sales consultants -...

  • Account Manager

    vor 1 Woche

    Schweiz Acolad Vollzeit

    Switzerland - Sales - Full-time - *** **Description**: Acolad is an international leader in language and content solutions, services and technologies. Represented by the brands Acolad, TextMaster and Ubiqus, the group is present in 25 countries and has a network of over 2,500 internal experts worldwide and +20,000 external linguists. At Acolad, every...