Join to apply for the Junior Portfolio Manager FR / ENG 100% (m / f) role at Michael Page.
About Our Client
Our client is a well-established multi-family office in Switzerland and other international financial centers.
Job Description
* Integrating into the Portfolio Management department;
* Working with the Partner in charge on client relationships;
* Managing discretionary client portfolios involving different risk profiles, currencies, and multiple asset classes;
* Responding to specific client demands;
* Preparing bespoke documents for clients (including market reviews and performance attribution analysis);
* Interacting with custodians to negotiate client-specific needs (loans, etc);
* Attending client meetings to conduct portfolio reviews;
* Participating in portfolio management meetings;
* Following onboarding and KYC procedures with the Legal department;
* Developing a client book is a plus;
* Coordinating with other international departments and offices;
* Participating in daily office activities.
The Successful Applicant
* Superior academic background or equivalent;
* Fluent in English and French; additional languages are a plus;
* Minimum two years of experience in wealth management or a similar role;
* Knowledge of private investments is advantageous;
* Ability to work independently and take initiative while being a team player;
* Enjoys working in a small, demanding environment;
* Strong organizational skills, multitasking ability, and resilience under pressure;
* Highly reliable, accurate, with an eye for detail;
* Dynamic and adaptable;
* Excellent presentation skills;
* Maintains a high level of confidentiality;
* Proficient in MS Office applications;
* Experience with Bloomberg tools;
* Swiss residence required.
What's on Offer
Our client offers a permanent, full-time position within an international, challenging, yet human-sized working environment.
Contact: Mathieu Raynot
Job reference: JN-072025-6779612
Seniority level
* Entry level
Employment type
* Contract
Job function
* Finance and Sales
Industries
* Staffing and Recruiting
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