Description

* 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