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Career Vacancies
Position :
Senior Portfolio Manager Global Discretionary Portfolio Management
Office :
Zürich
Start date :
01.01.2023
Working hours :

Field :
AM_Discretionary Portfolio Management
 

Senior Portfolio Manager Global Discretionary Portfolio Management

Mission

Managing and monitoring discretionary “Bespoke” multi-asset mandates with a focus on equity and ESG investments.

Challenges

Show dedication and conviction in a difficult market environment.

Main responsabilities

Managing and monitoring discretionary “Bespoke” multi-asset mandates

  • Respecting current regulation (internal and external)
  • In line with the Global Investment Committee’s recommendations
  • In line with the respective client’s guidelines and constraints
  • To the client / Relationship Manager satisfaction

 

Marketing of the Discretionary Portfolio Management offering with the objective to increase AUM

  • Investment proposals / portfolio management reports
  • Regular meetings / presentations to Relationship Managers (team meeting & one to one)
  • Clients’ visits

 

Communication of investment strategy and performance of DPM portfolios

Education

  • Education: Master Degree
  • Certification: CFA or similar is a plus
  • Technical skills: Strong skills of financial markets theory, broad financial market know-how, ESG experience is a plus
  • IT Tools: Good knowledge of usual IT tools (Windows, Bloomberg / Reuters)

Experience

  • Years of experience: 7-10 : senior
  • Experience required: 7+ years’ experience in managing multi-asset portfolios
  • Experience in private banking: Mandatory

Language

  • English: Fluent (Other languages are an asset)

Personal skills

  • Swiss resident: Mandatory

Excellent communication and proven client management skills with the ability to express complex ideas in a clear, concise, and comprehensive manner

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