22 days ago

Senior Portfolio Manager (m/f) - Financial Services

Robert Walters Banking & Financial Services

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One of our client, a Swiss private bank based in Zurich, is looking for a Senior Portfolio Manager (m/f).

Senior Portfolio Manager (m/f) - Financial Services

Senior Portfolio Manager (m/f)

Your Responsibilities

  • A proven experience in portfolio management and client interaction
  • Taking part of the in-house and outside the bank meetings with client advisors
  • Close collaboration with the relationship managers
  • Define the strategy of portfolio management
  • Contribution to investment research and generation of investment ideas
  • Support the relationship managers team on Asset gathering

Your Qualifications

  • University degree in Finance or Business Administration, CFA, CAIA or AZEK required
  • Deep knowledge in all asset classes and financials instruments
  • 5 to 7 years' of experience in the investment area
  • Experience in portfolio management in a multi-asset context
  • Experience in dealing with private clients
  • Fluent in German and English. Additional languages would be an asset

You can also contact Julian Tavares on +41 79 902 30 67 or send him an email julian.tavares@robertwalters.com with an updated version of your CV. Each application will be treated with the highest confidentiality.

Robert Walters Switzerland AG
Julian Tavares
+41 44 809 3519