Senior Portfolio Manager - Private Banking

Description

You have a solid experience in Portfolio Management in Private Banking in Geneva
- You use Avaloq and speak French and English; German and/or Italien is a plus

Private Bank in Geneva.

Portfolio Strategy & Management: Oversee centralized mandates, lead portfolio construction discussions, and develop tailored investment solutions aligned with client risk profiles.
Investment Advisory: Generate and present innovative investment ideas to relationship managers and select clients, contributing to the growth of advisory services.
Team Collaboration : Support team members in trade execution, client reporting, and compliance, fostering a culture of excellence.
Operational Efficiency: Leverage expertise in banking systems (e.g., Avaloq) to optimize processes and ensure regulatory compliance.

Experienced in private banking (min 5 years in similar position), with a strong background in finance and investment strategy.
Skilled in portfolio construction, risk management, and banking systems.
Knowledge of Avaloq Banking System.
Fluent in French and English; German and/or Italian is a plus.
A trusted advisor with the ability to communicate investment strategies effectively.
A team player, detail-oriented, adaptable to market changes, and committed to delivering tailored client solutions.

Strategic Impact: Influence investment decisions and advisory services within a reputable institution.
Prime Locations: Work in Geneva or Zurich, key financial hubs.

Contact

Sima Kebbe

Quote job ref

JN-032025-6683607

Job Function

Banking & Financial Services

Specialisation

Portfolio / Fund / Asset Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Consultant name

Sima Kebbe

Job Reference

JN-032025-6683607