Inserat vom Montag, 18. September 2017

Portfolio Manager - Private Wealth Management

  • Geneva
  • Festanstellung, 100%
  • Mitarbeiter

Client:

Working on an exclusive basis for our client, Finders have been mandated by this leading provider of wealth management services based in Geneva. With a strong emphasis in managing their client's global wealth, they offer their clients independent private banking services as well as corporate advisory for family businesses and exclusive direct investments.  They put clients at the centre of everything they do and offer employees alike a rewarding and dynamic career path, in a small, flat structure with good visibility and responsibility. 

Portfolio Manager - Private Wealth Management

Client Working on an exclusive basis for our client Finders have been mandated by this leading provider of wealth management services based in Geneva. With a strong emphasis in managing their client's global wealth they offer their clients independent private banking services as well as corporate advisory for family businesses and exclusive direct investments. They put clients at the centre of everything they do and offer employees alike a rewarding and dynamic career path in a small flat structure with good visibility and responsibility. Portfolio Manager Private Wealth Management Client Working on an exclusive basis for our client Finders have been mandated by this leading provider of wealth management services based in Geneva. With a strong emphasis in managing their client's global wealth they offer their clients independent private banking services as well as corporate advisory for family businesses and exclusive direct investments. They put clients at the centre of everything they do and offer employees alike a rewarding and dynamic career path in a small flat structure with good visibility and responsibility. Portfolio Manager Private Wealth Management 745 Position Working closely with the CEO Head of Operations and other internal/external stakeholders you will have senior level responsibility for all the portfolio management and advisory mandates for a specific busy and significant private client base specialised in the Polish market as well as providing support for European markets. You will sit on the Investment Committee and be responsible for all the investment side discretionary and advisory as well as having regular contact with the clients custodian banks and the shareholder. The role will include but not limited to Managing clients' portfolios with discretionary mandates primarily and giving advice to clients under advisory mandate including different strategies investment products and currencies Making proposals for clients based to on the client risk profile and investment preference Reviewing and restructuring portfolios of new clients Selecting a short-list of preferred products and investment ideas Coordinating the investments committee and building up model portfolios Sharing your expertise with relationship managers to develop new clients reviewing and restructuring existing portfolios for prospects Profile CFA or similar and degree in Economics or Finance Minimum 7 years' + experience in Asset management/Portfolio management In-depth knowledge of the banking and financial regulatory framework in Switzerland and Europe MiFID 2 etc essential Autonomous but a team player with an open communication style Fluency in English and Polish spoken and written both a must. Ideally of Polish origin or descent At ease in a small structure and happy to "muck-in" Advanced user of the most commonly used IT applications Must be resident in Switzerland

Rue du Port 8 1204 Geneva