Head of Portfolio Management

Head of Portfolio Management (m/w/d) The Dr. Hotz Vermögensverwaltungen AG is the leading independent asset manager in Switzerland. Since 1986, we have been advising renowned private and institutional clients with a clear focus on the market. Our organic growth is an expression of our strongly positioned brand and the long-term trust of our clients. Are you an experienced, analytically strong and communicative personality with a passion for financial markets and portfolio management? Then we offer you a very attractive career opportunity in the management of our portfolio management. To strengthen our motivated team, we are looking for a Head of Portfolio Management (100%) In our successful company, we offer you a down-to-earth, varied and collegial SME work climate with development opportunities. Your tasks Management of the portfolio management team (11 employees) Detailed and disciplined implementation of the investment strategy defined by the investment committee Ensuring a systematic, uniform and high-quality investment process Quality monitoring of our investment universe (direct investments) Preparation and management of investment committee meetings Responsibility for cooperation with our banking partners Creation of analyses and evaluations for complex private and institutional clients, including mandates with BVV2 requirements Participation in selected acquisition meetings and review discussions with existing clients Collaboration on special tasks and projects in the area of portfolio management, processes, reporting and IT Your profile Several years of practical experience in managing a portfolio management team in private banking, asset management or wealth management You are a quality-oriented, loyal and very disciplined personality with an Excellent financial education and a university or college degree; CFA is an advantage The precise, responsible and consistent implementation of a clearly defined, honest and transparent investment strategy without sales pressure is enjoyable for you You have a pronounced interest in financial markets and several years of experience in financial analysis, particularly of stocks and bonds You work in a structured, exact and reliable manner and enjoy continuously improving processes You are communicative, team-oriented and convincing in your interactions with clients, banking partners and internal stakeholders You have a good understanding of regulatory requirements and experience with BVV2 requirements Interest in IT and basic knowledge of VBA are an advantage In an exciting work environment, you take on responsibility from the start and continuously grow into your versatile and challenging leadership task. Ready for the next career step in a successful financial boutique? Please send your complete application documents by e-mail to Hotz, member of the management (\[at\]). Complete discretion is guaranteed. jpid7257f49jm jit0624jm jiy26jm