Senior Portfolio Manager - Private Banking
Key information
- Publication date:04 March 2025
- Workload:100%
- Contract type:Permanent position
- Place of work:Genève
Our client is seeking a Senior Portfolio Manager to join its Investment Team in Geneva or Zurich. This role combines strategic portfolio leadership with client advisory, offering an opportunity to drive investment performance while collaborating with relationship managers and mentoring junior team members.
Private Bank in Geneva.
Description
- Portfolio Strategy & Management: Oversee centralized mandates, lead portfolio construction discussions, and develop tailored investment solutions aligned with client risk profiles.
- Investment Advisory: Generate and present innovative investment ideas to relationship managers and select clients, contributing to the growth of advisory services.
- Team Collaboration : Support team members in trade execution, client reporting, and compliance, fostering a culture of excellence.
- Operational Efficiency: Leverage expertise in banking systems (e.g., Avaloq) to optimize processes and ensure regulatory compliance.
Profile
- Experienced in private banking (min 5 years in similar position), with a strong background in finance and investment strategy.
- Skilled in portfolio construction, risk management, and banking systems.
- Knowledge of Avaloq Banking System.
- Fluent in French and English; German and/or Italian is a plus.
- A trusted advisor with the ability to communicate investment strategies effectively.
- A team player, detail-oriented, adaptable to market changes, and committed to delivering tailored client solutions.
Job Offer
- Strategic Impact: Influence investment decisions and advisory services within a reputable institution.
- Prime Locations: Work in Geneva or Zurich, key financial hubs.
