A well-established Swiss asset management company managing more than CHF 3 billion assets under management are currently seeking an enthusiastic and engaging senior level portfolio manager for its Geneva office. In this client-facing role, you will be responsible for meeting and maintaining long-standing relationships with new and existing clients. Providing advice and making investment recommendations,
you will work closely with the broader investment teams and the Head of Wealth Management department.
The main part of the role will be to act as point of contact for large-scale clients and vendor. Proactively manage discretionary portfolios mainly of clients booked in Switzerland. Maximize profitability and ensure asset quality. Report any significant deviations in allocation and performance from model portfolios to Chief Investment Officer. Support other managers by managing day-to-day operations for multiple markets. Ability to work independently but remain a team player is desirable.
To be suitable for the job you must have a minimum of 8 years of experience gained from a multi-asset portfolio management company. Have a good understanding of regulatory and policy compliance with state and federal requirements. A financial or economical background with additional diplomas such as (CFA, CAIA, AZEK). English and French written and spoken is essential for this role. Our client has offices also in Zug and Lugano so Italian and German speaking would be beneficial but not essential.
Only Swiss located or Swiss nationals with proved local experience will be considered for this role.
For further information please contact Pavel Lebedev on +41 78 737 6458 or email your current cv and any relevant information to firstname.lastname@example.org
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