Client Portfolio Manager / Investment Associate

Michael Page International; Genf; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Michael Page International in Geneva seeks a Client Portfolio Manager / Investment Associate to support private clients and oversee portfolio activities in a dynamic wealth management setting.

You will coordinate with portfolio managers, prepare investment materials, and ensure accurate execution while maintaining strong client relationships and timely communication.

Qualifikationen

• 3–5 years of experience in wealth management or related field.
• Direct experience with client portfolios and investment implementation.
• CFA Level I completed or in progress is advantageous.

Aufgaben

• Act as a key contact for a defined group of private clients and manage meetings.
• Support portfolio implementation and monitor investments.
• Prepare investment recommendations and due diligence materials.
• Coordinate with operations to ensure timely trade execution.
• Maintain clear communication with stakeholders and monitor progress.

Kenntnisse

Wealth management

Client relationship management

Investment knowledge

Portfolio construction

Financial markets

Ausbildung

CFA Level I

Jobbeschreibung

About Our Client

Our client is an independent wealth management and multi-family office platform serving an international private client base. As the business continues to grow, they are seeking a Client Portfolio Manager / Investment Associate to join their Geneva office.

Key Responsibilities

Client Coverage & Relationship Management

• Act as a key point of contact for a defined group of private clients.
• Participate in and lead regular client meetings and portfolio reviews.
• Respond to client requests and coordinate internally to ensure timely execution.
• Build trusted relationships through responsiveness, professionalism and attention to detail.
• Ensure all client matters are followed through to completion.

Portfolio Management Support

• Work closely with Portfolio Managers on portfolio implementation and monitoring.
• Prepare investment recommendations and supporting materials for client discussions.
• Participate in investment due diligence processes across public and private market opportunities.
• Attend meetings and calls with external asset managers, hedge funds and private equity sponsors.
• Contribute to investment research and portfolio analysis as required.

Trade & Investment Execution

• Prepare trade instructions and ensure accurate implementation of investment decisions.
• Coordinate with operations teams regarding portfolio actions, subscriptions, redemptions and cash movements.
• Monitor execution and verify that transactions have been completed correctly.
• Identify and resolve any issues proactively.
• Maintain a high level of accuracy and attention to detail across all portfolio activities.

Coordination & Oversight

• Act as the central coordinator between clients, portfolio managers and operations teams.
• Monitor ongoing projects and client requests to ensure timely delivery.
• Maintain strong internal communication and keep stakeholders informed of progress.
• Take ownership of assigned portfolios and ensure that no action item remains unresolved.

The Successful Applicant

Candidate Profile

Experience

• 3-5 years of experience within wealth management, private banking, family office, external asset management or a related environment.
• Experience working directly with client portfolios and investment implementation.
• Exposure to both public and private market investments is advantageous.
• Previous client-facing experience is highly desirable.

Technical Skills

• Strong understanding of financial markets and investment products.
• Knowledge of portfolio construction principles and investment processes.
• Experience supporting portfolio managers or investment advisors.
• CFA Level I completed or in progress is viewed positively.

Personal Attributes

We are looking for someone who combines sound investment knowledge with exceptional organizational and communication skills.

The ideal candidate will demonstrate:

• Strong sense of ownership and accountability.
• Excellent interpersonal and client-facing abilities.
• A proactive and solution-oriented mindset.Strong attention to detail and follow-through.
• Ability to manage multiple priorities simultaneously.
• Team-oriented approach and willingness to collaborate across functions.
• Intellectual curiosity and desire to learn.

What's on Offer

Successful candidates are individuals who naturally take responsibility, communicate effectively and enjoy seeing projects through from start to finish. They are equally comfortable discussing investments with clients, coordinating with operational teams and ensuring that every detail is executed accurately.

This role is particularly suited to professionals seeking greater client exposure while remaining closely involved in investment and portfolio management activities.