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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