Portfolio Manager
A dynamic and leading Swiss GFI in Geneva, is looking for a full-time permanent position a
Portfolio Manager
About the role:
- Work with the Partner in charge on client relationships
- Manage client portfolios involving different currencies and multiple asset classes
- Respond to specific client demands
- Prepare bespoke documents for clients (including market and performance attribution analysis)
- Interact with custodians to negotiate client specific needs (loans, etc)
- Attend client meetings to do portfolio reviews
- Follow-up on onboarding and KYC issues together with Legal department
- Ability to develop a book of client a plus
About you:
- English and French required, other languages a plus
- 3 - 4 years of experience in wealth management
- 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
About the company
