Junior Portfolio Manager FR / ENG 100% (m / f)Michael Page

Our client is a well-established independent Wealth Manager based in Switzerland and Europe.

• Integration within the Wealth Management department;
• Participating in client meetings with a Senior Portfolio Manager;
• Explaining the investment proposals, the investment outlook & portfolio management strategy, the cooperation with external custodians;
• Understanding and respecting the client compliance & MIFID regulation;
• Answering to the different client requests;
• Participating in marketing events such as presentations, dinner & charity events, marketing events (evening & week-end) and sport events;
• Research analysis ;
• Understanding investment method and client portfolios;
• Contributing to the weekly Research Meetings;
• Monitoring a number of client portfolios on a daily basis by using portfolio management system;
• Executing the necessary transactions;
• Transmitting the orders to the involved custodians;
• Responsible for the verification of a correct order execution and booking;
• Reporting to the clients and Management;
• Other various tasks ad-hoc;
• Day to day in the office.

• Graduated from a Bachelor economics or equal to experience;
• Similar and relevant professional experience as Analyst, Junior Portfolio Manager or Portfolio Manager Assistant within a Wealth Manager, a Family Office and / or a Private Bank based in Switzerland;
• Very high understanding of financial markets and financial instruments;
• English and French languages fluent both written and verbal;
• At least one additional language;
• Good level on MS Office and Portfolio Management System;
• Solution problem solving;
• Interactive behaviour;
• Engagement;
• Autonomy;
• Cultural diversity;
• Resilience to stress;
• Capacity to build a network;
• Swiss residence ideally.