Advisory Portfolio Manager
Aufgabe
- The Advisory Portfolio Manager will work within our Advisory team in the Asset Management department and will contribute to developing the activity through advisory services, investment proposals, client’s presentations and close collaboration with Relationship Managers.
Verantwortung
- Advising proactively on a portfolio of clients with Active Advisory mandates
- Following-up on financial markets and the positions of the clients
- Managing of the operational tasks (seizure and treatment of the operations, daily follow-up of the accounts, the establishment of reports, etc.)
- Maintain consistency of client portfolios with Group’s Investment Strategy, Asset Allocation, Investment Universe, and overall Investment Guidelines
- Monitoring of the advisory portfolios’ performance, risk levels and adequacy of investments with the client’s profile
- Provide Investment Proposals to prospective or new clients
- Generating Investment Ideas in investment meetings, and presentations
- Participating in the transformation of the customer base into Advisory mandates
- Provide support to the Wealth Management Team in the investments related activities
- Accompanying bankers during client’s visits.
Profile
- Excellent presentation
- University degree or equivalent; CFA/CAIA/CWMA or equivalent
- Global asset allocation experience; demonstrable track record working with all asset classes (Cash & Treasury, Fixed Income, Equities, Alternative Investments) and main currencies CHF, EUR, GBP and USD. Knowledge in all investment vehicles including structured products
- Minimum 10 year of experience in similar roles (Advisory and/or Portfolio Management)
- Literate in IT banking platforms (Suitability & Crossborder prechecks)
- Knowledge of MiFID & FinSA regulations
- Strong Team spirit
- Strong communications (verbal, written) and interpersonal skills
- Ability to work independently and take informed investment decisions
- Ability to work collaboratively with Group’s resources
- Fluent in French & English. Advantage to candidates fluent in Italian/Spanish
- Swiss resident