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Portfolio Manager

Lotus PartnersGeneva, Switzerland

Vor 24 Tagen

Stellenbeschreibung

For one of our clients, a private bank based in Geneva, we are looking for a :

PORTFOLIO MANAGER

Job description

Lead the performance of centralized mandates, conduct weekly portfolio construction meetings, and craft tailored solutions aligned with client risk profiles.
Generate innovative investment ideas and present them persuasively to Relationship Managers (RMs) and select clients, driving growth in advisory services.
Guide Junior Portfolio Managers in trade execution, client reporting, and compliance adherence, fostering a culture of learning and excellence.
Utilize your proficiency in the Avaloq banking system to streamline processes and ensure regulatory compliance.

Required profile

A seasoned professional with advanced qualifications in Finance and proven experience in private banking or wealth management.

Expertise in portfolio construction, risk management, and Avaloq system proficiency.

Fluent in multiple languages, with the ability to articulate ideas clearly and build trust with clients and teams.

Thrive under pressure and adapt to evolving markets.

Meticulous in analysis and communication.

A team player who mentors others and shares knowledge.

Passionate about understanding client needs and delivering tailored solutions.

All files will be treated with the utmost confidentiality.