20 beste Stellen als private wealth solution in zürich, zh – aktuell auf Personalsuche

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Portfolio Manager

BNP Paribas -
Zürich, ZH

Jetzt bewerben

Details zur Stelle

Festanstellung | 100% | Pensum: 90-100%

Qualifikationen

Französisch
Investment
Management-Erfahrung
Englisch
Analysefähigkeit
Kommunikationsfähigkeit
Deutsch

Vollständige Stellenbeschreibung

Portfolio Manager

This position will be based in Geneva or Zurich.
This position requires a Swiss residency.

YOUR TEAM

The DPM team in Switzerland is composed of nine senior portfolio managers (PM) based in Geneva and is part of a larger network of managers located in Luxemburg, Germany and Portugal. The team covers all main asset classes, manages a wide range of investment solutions in EUR, USD and CHF and is directly client-facing. In addition, PMs work closely with commercial teams on business development especially of the UHNWI segment.

YOUR WORK DAY

Participate in the Investment Process

Monitor financial markets closely and contribute to tactical‑asset‑allocation discussions and decisions.
Serve as an active member of one of our instrument selection committees (Equity, Funds/ETFs or Fixed Income): contribute to the analysis, selection, model‑portfolio construction and follow‑up of the chosen investments.
Depending on the candidate’s investment expertise, take an active role in managing the related investment solutions
- contribute to the construction of the solution’s model portfolios,
- comment on investment decisions,
- assume responsibility for performance and risk management.
Contribute to the continuous improvement of the investment process and to the evolution of the investment solutions under your responsibility.

Portfolio Management Responsibilities

Manage tailor-made mandates autonomously, respecting each client’s risk profile and specific constraints. Ensure close operational involvement and follow-up with the portfolio implementation team. Understand performance contribution drivers. Maintain a close relation with both RMs and clients.
Monitor client mandates entrusted to you that follow standard investment solutions. Liaise with the Front Office to manage flows and with the portfolio implementation team to keep the portfolios aligned with the Model Portfolios.
Apply the Bank’s investment guidelines and financial regulations rigorously.
Prepare clients reporting in a clear, didactic and precise manner.

Promote Discretionary Portfolio Management services

Participate regularly in client meetings, portfolio reviews and performance explanations to maintain a high level of client satisfaction and increase share‑of‑wallet.
Build tailor‑made investment proposals for clients or prospects, aligned with their investment profile and needs.
Contribute to semi-institutional or complex requests for proposals (RfP).
Promote DPM services and investment solutions with Front Office staff, clients and prospects, reinforcing the image of excellence of the team and of the Bank
Take part in, or lead, development or transversal projects entrusted to you.

YOUR SKILLS

Proven experience in wealth management and/or asset management (minimum 7 years).
Proven experience in managing multi-asset strategies and/or single-asset class solutions (minimum 5 years).
Excellent verbal and written communication skills in English and German; French is a plus.
Strong analytical and problem-solving abilities.
Exceptional customer service with a client-focused mindset.
Team player.

WHY JOIN US?

BNP Paribas in Switzerland is a bank of reference active in Geneva, Zurich and Lugano. It is a major European partner for companies, as well as institutional and private clients. Joining BNP Paribas will give you the opportunity to take part in an authentic company project, in which innovation and career management act as driving forces to help talents emerge, express themselves fully and open up to career opportunities on an international level, by integrating a group that stands as a leader within the Eurozone. Please visit us at BNP Paribas Suisse.

In a changing world, diversity, equity and inclusion are key values for the well-being and the good performance of teams. At BNP Paribas, we wish to welcome and retain all talents, without any distinction: together we will build the finance of tomorrow, innovative, responsible and sustainable.

Finally, we insist on the particular importance of having our employees act daily in a spirit of ethical and professional responsibility.

NB: all terminologies apply in both the feminine and the masculine.

Jetzt bewerben

Erweiterte Suche

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Senior Investment Solutions Sales - Swiss German Region

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Senior Mortgage Officer - IPRE 100% (f/m/d)

Relationship Manager, Director (Brazil)

Commercial Product Manager

Ich möchte aktuelle Job-E-Mails für Stellen als private wealth solution in zürich, zh erhalten

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