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    Junior Portfolio Manager FR - Geneva, Schweiz - Michael Page

    Michael Page
    Michael Page Geneva, Schweiz

    vor 1 Woche

    Michael Page background
    Ganztags
    Beschreibung
    • 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.
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