For our client, an independent asset manager based in Geneva, we are looking for a :
Portfolio Manager
Main responsibilities :
1. Work with the Partner in charge on client relationships
2. Manage discretionary client portfolios involving different risk profiles, currencies, and multiple asset classes
3. Respond to specific client demands
4. Prepare bespoke documents for clients (including market reviews and performance attribution analysis)
5. Interact with custodians to negotiate client-specific needs (loans, etc.)
6. Attend client meetings to do portfolio reviews
7. Attend and participate in portfolio management meetings
8. Follow-up on onboarding and KYC issues together with Legal department
9. Developing a book of clients is a plus
Profile :
* English and French required, other languages a plus
* Minimum 2 years of experience in wealth management
* Knowledge of private investments is a plus
* Able to work independently, take initiatives, and be a team player
* Enjoy working in a small and demanding environment
* Strong organizational skills, multi-tasking ability, and capacity to work under pressure
* Highly reliable and accurate with an eye for detail
* Dynamic and flexible
* Excellent presentation skills
* High level of confidentiality
* Proficient in MS Office applications
* Command of Bloomberg tools
Only short-listed candidates will be contacted. Many thanks for your understanding.
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