Junior Portfolio Manager, Execution

Tasks

• Responsible for the operational execution of our discretionary private banking mandates
• Implementation and Execution of Centralized Trades for Client Accounts and Investment Funds
• Creation and maintenance of building blocks and model portfolios required for all client accounts, including premium offerings
• Contribute to the international rollout and the centralization of tasks, including the future onboarding of new businesses
• Supporting team leaders and fund managers in their management roles

Requirements

• Higher education (university or university of applied sciences) in economics or business administration, with at least 1–3 years of experience in the financial services sector or in investment management
• Excellent knowledge of Microsoft Office; knowledge of Avaloq is a plus
• Strong analytical and problem-solving skills, with the ability to assess the importance of issues and set priorities. Able to grasp concepts quickly and understand processes, work under pressure, and perform tasks accurately, efficiently, and independently
• Excellent interpersonal skills combined with the ability to work with various stakeholders
• Fluency in English and German

We offer

• Entrepreneurial spirit in a family-run bank
• Central office locations in cities throughout Switzerland
• Above-average insurance coverage, fully paid for by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive Offer