The role involves constructing and managing client portfolios based on investment office strategies while optimizing risk-return results
Job Summary
The role involves constructing and managing client portfolios based on investment office strategies while optimizing risk-return results.
Success requires building trust with high-net-worth clients through regular reporting and effective communication via email, phone, or video calls.
Candidates will work closely with private bankers and the Investment Office team within a group of 40 portfolio managers managing two-thirds of assets.
Matching Summary
The role involves constructing and managing client portfolios based on investment office strategies while optimizing risk-return results.
Skills & Requirements
Must-have
Macro-economic indicator analysis
Discretionary portfolio management
Advisory portfolio management
Client profile assessment
Risk distribution compliance
Market-conforming returns achievement
Nice-to-have
Strong communication skills
Commercial acumen for clients
Team collaboration mindset
Openness to financial innovation
Event participation willingness
Key Requirements
Understanding of macro-economic indicators
Knowledge of financial markets and instruments
Analytical ability to achieve market returns
Compliance with internal personalized management rules