Junior Portfolio Manager FR / ENG 100% (m / f)

• Portfolio Management & Client Services
  
  • Multi-family office

About Our Client

Our client is a well-established multi-family office in Switzerland and other international financial places.

Job Description

• Integrating 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 do portfolio reviews;
• Attending and participating in portfolio management meetings;
• Following onboarding and KYC issues together with Legal department;
• Ability to develop a book of client a plus;
• Link with other international departments and offices;
• Participation in the day-to-day in the office.

The Successful Applicant

• Superior academic background or equivalent;
• English and French required, other languages a plus;
• Minimum two years of experience in wealth management industry in a similar role;
• 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;
• Swiss residence.

What's on Offer

Our client offers a 100% permanent contract within an international, demanding and human-sized working environment.

Quote job ref

JN-072025-6779612

Job Function

Banking & Financial Services

Specialisation

Portfolio / Fund / Asset Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-072025-6779612