A dynamic Private Bank in Geneva, is looking for a full-time permanent position within the Portfolio Management team, a

SENIOR PORTFOLIO MANAGER

"Permanent Role"

Job description:

  • Work with the Partner in charge on client relationships
  • Manage client portfolios
  • Respond to specific client demands
  • Prepare bespoke documents for clients (including market and performance attribution analysis)
  • Interact with custodians to negotiate client specific needs (loans, etc)
  • Attend client meetings to do portfolio reviews
  • Follow-up on onboarding and KYC issues together with Legal department
  • Facilitate day to day requests from clients
  • Ability to develop a book of client a plus

Profile:

  • English and French required, other languages a plus
  • 10 years of experience in wealth management
  • Able to work independently by taking initiatives and also being a fair team player
  • Enjoy working in a small and demanding environment
  • Strong organization skills, multi-tasking capacity and ability to work under pressure
  • Highly reliable and accurate with an eye for detail
  • Dynamic and flexible
  • Excellent presentation
  • Efficient and proactive communication skills in both English and French. Any other language will be valued
  • High level of confidentiality
  • Good command of usual MS Office applications
  • Command on Bloomberg tools

 

 

Date de création : 24.02.2022

 

Si ce poste vous intéresse et que vous correspondez parfaitement au profil recherché,
envoyez au plus vite votre CV à
Star(t) Emploi SA
qui le traitera dans les meilleurs délais en toute confidentialité.

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