Manage customized portfolios for HNI clients in global financial markets, adhering to Investment Committee decisions and client mandates
Job Summary
Manage customized portfolios for HNI clients in global financial markets, adhering to Investment Committee decisions and client mandates.
Actively contribute to investment idea generation and collaborate with other group management teams, participating in portfolio management meetings and investment committees.
Support Private Bankers in developing commercial proposals, elaborating portfolios, and restituting management performance, while providing technical support for client commercial follow-up.
Matching Summary
Manage customized portfolios for HNI clients in global financial markets, adhering to Investment Committee decisions and client mandates.
Skills & Requirements
Must-have
Global financial markets management
Customized client portfolio management
Investment committee decisions
Asset allocation and security selection
ESG approach implementation
Financial and macroeconomic analysis
Nice-to-have
Curious and investigative mindset
Commercial and pedagogical sense
Teamwork as a given
Human-centric family group values
Key Requirements
Minimum 10 years Front Office financial management experience
Experience managing diversified financial assets
Experience in order transmission on international markets
Experience managing Private Banking clients
Bac+4/5 in Financial Markets, Business School, or equivalent