Portfolio Manager Zone West Ing Private Banking

23

Macro-economic indicator analysis
Discretionary portfolio management
Advisory portfolio management
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.
  • Candidates must strictly adhere to internal rules regarding customer profiles and risk diversification in both discretionary and advisory management.
  • Success requires building trust with high-net-worth clients through regular reporting and effectively collaborating with private bankers.

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 diversification compliance
  • Investment strategy implementation

Nice-to-have

  • Strong communication skills
  • Commercial acumen for clients
  • Team collaboration abilities
  • Openness to financial innovation
  • Event participation experience

Key Requirements

  • Understanding of macro-economic indicators
  • Knowledge of financial markets and instruments
  • Analytical ability to achieve market-conform returns
  • Experience in private banking or wealth management
  • Ability to work with Investment Office strategies

Work Rights

Not specified

Tailored Resume

Cover Letter