Portfolio Management SpecialistOur company is a renowned global wealth and asset manager with a strong focus on sustainable investing. We offer a comprehensive range of discretionary and advisory portfolio management services, wealth services, and custody solutions.As a Portfolio Management Specialist, you will be responsible for providing relationship managers and private clients with investment advice and proactive portfolio management. You will contribute to the development of our investment offering across multi-asset and international discretionary and advisory portfolios through investment advice aligned with our investment strategy.Key Responsibilities:Offer investment advice and proactive portfolio management to relationship managers and private clients.Contribute to the development of our investment offering across multi-asset and international discretionary and advisory portfolios.Manage and implement the investment strategy in discretionary portfolios within client constraints.Maintain a high degree of knowledge on assets, investment strategy, and portfolio management.Provide reporting on accounts as well as investment proposals.Follow-up on actions/options/investment funds/structured products proposed by the Bank.Requirements:University education and/or recognised diploma in Investment (CFA/CIIA).Minimum 6 to 8 years of experience in Portfolio management in a Private Bank environment.RDR Level 6 minimum.Very good knowledge of asset allocations and portfolio management.Excellent customer presentation and communication skills.Ability to acquire and share skills.Ability to take decisions, flexibility, and autonomy.Good knowledge of Excel and PowerPoint.Fluent English mandatory, French or any other language would be an asset.Benefits:Competitive salary and bonus structure.Opportunities for career growth and professional development.Collaborative and dynamic work environment.Access to industry-leading training and resources.Join our team and embark on a rewarding career in portfolio management.
Job Title
Portfolio Management Specialist