This international private bank and wealth manager is looking to hire a Portfolio Manager for their Zurich branch.
The Portfolio Manager is tasked with providing a first class investment advisory service to the banks Ultra High Net Worth Tier 1 clients. The management of these wealthy individuals’ portfolios is provided a discretionary and advisory level.
The Portfolio Manager
reports directly to the Portfolio Services Manager. The main remit in this role is to offer a comprehensive and financial sophisticated investment advice. This advice covers all the main financial product sets and main markets and truly is a best in class offering. The Portfolio Manager works alongside the RMs and Investment Advisory teams to offer a bespoke service that adheres to the banks overall investment strategy. The Portfolio Manager offers advice, investment recommendations and portfolio proposals in line with the client’s appetite for risk and the banks understanding of their investment goals.
The Portfolio Manager also must ensure that local regulatory and Group compliance and risk policies are adhered to. They must also ensure all documentation is kept current. Finally the Portfolio Manager is an ambassador for the banks active management teams and as such must ensure they are completely up to speed with the banks investment strategy.
To be considered for the Portfolio Manager vacancy the successful applicant will fir the following profile:
- A degree holder and holding an additional related qualification like the CFPI, CIIA or CFA
- At least five years previous experience working as an investment advisor for a bank or asset management firm.
- A track record of working with UK based UHNWI´s
- Experience managing portfolios with a UK investment slant
- Fluent English, with Russian a bonus.
Should that profile fit your own and if you wish to be remunerated over and above the “norm” the Portfolio Manager vacancy is one you should apply for.