Portfolio Manager

For our client, an independent asset manager based in Geneva, we are looking for a :

Portfolio Manager

Main responsibilities :

• Work with the Partner in charge on client relationships
• Manage discretionary client portfolios involving different risk profiles, currencies and multiple asset classes
• Respond to specific client demands
• Prepare bespoke documents for clients (including market reviews and performance attribution analysis)
• Interact with custodians to negotiate client specific needs (loans, etc)
• Attend client meetings to do portfolio reviews
• Attend and participate in portfolio management meetings
• Follow-up on onboarding and KYC issues together with Legal department
• Ability to develop a book of client a plus

Profile :

• English and French required, other languages a plus
• Minimum 2 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

Only short-listed candidates will be contacted. Many thanks for your kind understanding.

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