Portfolio Manager - Multi Asset Private Banking

Zürich

Key information

Publication date:10 October 2025
Workload:100%
Contract type:Unlimited employment
Language:German (Fluent), English (Fluent)
Place of work:Zürich

Your Role

As Portfolio Manager - Multi Asset Private Banking at Bank J. Safra Sarasin you are an ambitious and service oriented person who is seeking to contribute to the sales efforts of our Discretionary Portfolio Management and provide reliable portfolio implementation along the bank's investment policy as well as active communication with internal and external clients.

Your Responsibilities

Support client relationship managers to grow the asset base by participating in prospect meetings and creating investment proposals including RFPs

Explain the current investment strategy, the portfolio performances 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 consistency with the bank's investment policy

Perform reporting and administration duties for Zurich and Asian Premium mandates

Your Profile

Higher education (university / FH) in Economics or Finance, CFA/AZEK would be advantageous

5 years of practical experience in the field of portfolio management / banking

Excellent Microsoft Office skills, knowledge of Avaloq and Bloomberg are an advantage

Ability to work very exactly, efficiently and independently

Excellent communication and presentation skills as well as ability to work with various stakeholders

Very good command of German and English

Your Benefits

Entrepreneurial spirit in a family owned bank

Central city office locations across Switzerland

Above average insurance coverage fully borne by the bank

Contribution to health insurance and meal allowance

Global growth strategy and stable environment

Competitive offering

About us

As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients.Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.

We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our success.Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.