Portfolio Manager

A dynamic and leading Swiss GFI in Geneva is looking for a full-time, permanent position.

About the role :

1. Work with the Partner in charge on client relationships.
2. Manage client portfolios involving different currencies and multiple asset classes.
3. Respond to specific client demands.
4. Prepare bespoke documents for clients, including market and performance attribution analysis.
5. Interact with custodians to negotiate client-specific needs (loans, etc.).
6. Follow-up on onboarding and KYC issues together with the Legal department.
7. Ability to develop a book of clients is a plus.

About you :

• English and French required; other languages are a plus.
• 3 - 4 years of experience in wealth management.
• Knowledge of private investments is a plus.
• Able to work independently, take initiatives, and be a fair team player.
• Enjoy working in a small and demanding environment.
• Strong organizational skills, multi-tasking capacity, and ability to work under pressure.
• Highly reliable and accurate, with an eye for detail.
• Dynamic and flexible.
• Excellent presentation skills.
• High level of confidentiality.
• Good command of MS Office applications.