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Portfolio Manager
Start EmploiGenève, CHVor 30+ Tagen
StellenbeschreibungEnglish and French required, other languages a plus 3 - 4 years of experience in wealth management Knowledge of private investments a plus Able to work independently by taking initiatives and also being a fair team player Enjoy working in a small and demanding environment Strong organization skills, multi-tasking capacity and ability to work under pressure Highly reliable and accurate with an eye for detail Dynamic and flexible Excellent presentation High level of confidentiality Good command of usual MS Office applications Command on Bloomberg tools
A dynamic and leading Swiss GFI in Geneva, is looking for a full-time permanent position a
Portfolio Manager
About the role :
- Work with the Partner in charge on client relationships
- Manage client portfolios involving different currencies and multiple asset classes
- Respond to specific client demands
- Prepare bespoke documents for clients (including market and performance attribution analysis)
- Interact with custodians to negotiate client specific needs (loans, etc)
- Attend client meetings to do portfolio reviews
- Follow-up on onboarding and KYC issues together with Legal department
- Ability to develop a book of client a plus
About you :