Portfolio Manager - Multi Asset Private Banking

Job description

Portfolio Manager - Multi Asset Private Banking

Your role

As Portfolio Manager - Multi Asset Private Banking at our bank, you are an ambitious and service-oriented person who wants to contribute to the sales success of our discretionary portfolio management services and ensure reliable portfolio implementation in line with the bank's investment policy as well as active communication with internal and external clients.

Your tasks

• Support the Client Relationship Managers in growing the asset base by attending prospect meetings and making investment proposals including Rfps.
• Explain the current investment strategy, portfolio performance and present the review and outlook internally and to clients.
• Manage discretionary multi-asset and fixed income portfolios in accordance with client guidelines and in line with the bank's investment policy.
• Perform reporting and administrative tasks for Zurich and Asian premium mandates.

Your profile

• University degree in economics or finance, CFA/AZEK would be an advantage.
• 5 years practical experience in portfolio management / banking.
• Excellent Microsoft Office skills, knowledge of Avaloq and Bloomberg is an advantage.
• Ability to work very accurately, efficiently and independently.
• Excellent communication and presentation skills and ability to work with diverse stakeholders.
• Very good knowledge of German and English.

Your benefits

• Entrepreneurial spirit in a family-run bank.
• Central office locations in Switzerland.
• Above-average insurance benefits, fully covered by the bank.
• Contribution to health insurance and meal allowance.
• Global growth strategy and stable environment.
• Competitive offer.