Description

Entreprise :

Our client is a well-established independent Wealth Manager based in Switzerland and Europe.

Description du poste :

* Integration within the Wealth Management department;
* Participating in client meetings with a Senior Portfolio Manager;
* Explaining the investment proposals, the investment outlook & portfolio management strategy, the cooperation with external custodians;
* Understanding and respecting the client compliance & MIFID regulation;
* Answering to the different client requests;
* Participating in marketing events such as presentations, dinner & charity events, marketing events (evening & week-end) and sport events;
* Research analysis ;
* Understanding investment method and client portfolios;
* Contributing to the weekly Research Meetings;
* Monitoring a number of client portfolios on a daily basis by using portfolio management system;
* Executing the necessary transactions;
* Transmitting the orders to the involved custodians;
* Responsible for the verification of a correct order execution and booking;
* Reporting to the clients and Management;
* Other various tasks ad-hoc;
* Day to day in the office.

Description du profil :

* Graduated from a Bachelor economics or equal to experience;
* Similar and relevant professional experience as Analyst, Junior Portfolio Manager or Portfolio Manager Assistant within a Wealth Manager, a Family Office and / or a Private Bank based in Switzerland;
* Very high understanding of financial markets and financial instruments;
* English and French languages fluent both written and verbal;
* At least one additional language;
* Good level on MS Office and Portfolio Management System;
* Solution problem solving;
* Interactive behaviour;
* Engagement;
* Autonomy;
* Cultural diversity;
* Resilience to stress;
* Capacity to build a network;
* Swiss residence ideally.