Senior Portfolio Manager (m/f) 80-100%
- Employment type
- Full-time
- Workload
- 80–100%
- Location
- Martigny
- Languages
- French, French
- First posted
YOUR MISSION ###
- You perform macro- and micro-economic analyses and research related to the assets of the defined investment universe
- Portfolio management across one or more asset classes as well as the implementation of investments through direct and indirect solutions constitute a key part of your skills
- The preparation of investment proposals, the interpretation and presentation of performance and risk reports are an integral part of your activities
- In your activity, you ensure compliance with and control of legal and regulatory requirements
- You participate in the development and monitoring of new investment solutions
Your qualities ####
- Your excellent knowledge of French and German or Swiss-German (C1), as well as your very good knowledge of English (B2), allow you to collaborate with our different partners
- Structured, you know how to define your priorities and demonstrate a real sense of responsibility
- Your team spirit, your good communication, as well as your versatility contribute to effective collaboration with your various internal and external interlocutors
- Autonomous and flexible, you adapt your way of working to different situations
- Precision, reliability and discretion characterize your professional approach
Your experience ####
- You have a university degree and/or specific training in the field of wealth management, such as a CFA or AZEK
- In institutional wealth management, you hold a proven experience of 3 to 5 years acquired in Switzerland
- You master data processing and analysis as well as risk management and the monitoring of financial ratios inherent to portfolio management
- Knowledge of the pension field would be the icing on the cake to understand the challenges of this clientele
To join us ####
- Share your experience with us with your CV
- Your criminal record extract (3 months) as well as your extract from the debt collection register (3 months) will be requested from you at the end of the recruitment process
Function: Senior Wealth Manager (N07)
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Posted yesterday