Portfolio Manager (H/F)

 — Genève
04 mai | Employé | 100%

Our agency has been operating since 1982 as experts in recruitment of highly skilled candidates. We appear as the closest partner of a demanding clientele truly concerned by the choice of their future temporary and permanent co-workers.

For one of our clients, a private bank, we are looking for a 

Portfolio Manager (H/F)

Responsibilities:

  • Manage a book of portfolio: (daily monitoring, client reporting, investment proposals, rebalance portfolios)
  • Participate actively to the Private Bank’s Investment Committee
  • Identify client needs and objectives and match to service delivery capabilities
  • Identify new product opportunities/needs in the marketplace and communicate these to the appropriate product specialists 
  • Ensure adherence to global internal and external standards of client service, KYC and risk and compliance
  • Adhere to agreed pricing strategies, contributing to their development, as required
  • Share best practices within and across private banking, product and infrastructure teams

Profile:

  • Excellent market exposure and multidiscipline investment expertise
  • Strong investment and banking product knowledge
  • Appropriate technical/product/linguistic knowledge and skills for the Market covered
  • Sales and process driven
  • Proven familiarity with market information systems appropriate to asset classes covered (e.g. Bloomberg.)
  • Knowledge of Avaloq an advantage
  • Fluent in English and French
  • Excellent excel and VBA knowledge

We'll be pleased to examine your application within discretion. Please note that we will only reply to complete applications (resume, work certificates, diplomas) matching the profile required.

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