Dein persönlicher KI-Karriere-Agent
Multi-Assets Portfolio Manager(m/w/x)
Managing client and fund assets across multiple asset classes, shaping investment strategy and overseeing portfolio trading. At least 7 years relevant experience in portfolio management and private wealth management required. Support for life crises, illness, and mental health.
Anforderungen
- At least 7 years relevant experience (portfolio manager, fixed income, multi-asset)
- Experience in private wealth management facing U/HNWIs
- Experience in issuer selection (Swiss, European, global)
- Undergraduate degree in Finance or Economics
- CFA / CAIA or MBA (a plus)
- Strong analytic and quantitative skills
- Affinity to all asset classes
- Asset allocation expertise
- Ability and willingness to make decisions and take responsibility
- Excellent English skills (written and spoken)
- German knowledge (a plus)
- Familiarity with portfolio management tools (a plus)
- Strong work ethic
- Commitment to deadlines
- Strong attention to details
- Proficient in Excel
- Proficient in PowerPoint
- Proficient in Bloomberg
- Good communication skills
- Strong desire to develop interactions with other parts of the bank
- Self-motivated
- Entrepreneurial
Aufgaben
- Manage client and fund assets across multiple asset classes
- Shape and execute investment strategy
- Make asset allocation decisions
- Oversee portfolio trading to meet client objectives
- Balance risk and performance in a regulated environment
- Manage bespoke multi-asset or fixed income discretionary mandates
- Handle various base currencies (EUR, CHF, USD)
- Generate trade rationales
- Maintain databases
- Present positioning and performance to clients
- Develop regional tactical views with European teams
- Support DPM teams on fixed income security selection
- Provide inputs for mandate elaboration
- Implement tactical strategies
- Select and monitor single and collective instruments
- Manage active and passive investments in traditional asset classes
- Grow assets under management through internal client servicing
- Support pre-sales and after-sales communication
- Prepare and present performance analysis (contribution, attribution)
- Support strategy sales and pitch documents
Berufserfahrung
- 7 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – fließend
- Deutsch – Grundkenntnisse
Tools & Technologien
- Excel
- PowerPoint
- Bloomberg
- Avaloq
- Bloomberg tools
Benefits
Mentale Gesundheitsförderung
- Support for life crises
- Mental health support
- Social connection support
Sonstige Vorteile
- Support for illness
- Supportive workplace
- Collaboration focus
- Inclusion focus
- Support for financial goals
Gesundheits- & Fitnessangebote
- Preventive health measures
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Multi-Assets Portfolio Manager(m/w/x)
Managing client and fund assets across multiple asset classes, shaping investment strategy and overseeing portfolio trading. At least 7 years relevant experience in portfolio management and private wealth management required. Support for life crises, illness, and mental health.
Anforderungen
- At least 7 years relevant experience (portfolio manager, fixed income, multi-asset)
- Experience in private wealth management facing U/HNWIs
- Experience in issuer selection (Swiss, European, global)
- Undergraduate degree in Finance or Economics
- CFA / CAIA or MBA (a plus)
- Strong analytic and quantitative skills
- Affinity to all asset classes
- Asset allocation expertise
- Ability and willingness to make decisions and take responsibility
- Excellent English skills (written and spoken)
- German knowledge (a plus)
- Familiarity with portfolio management tools (a plus)
- Strong work ethic
- Commitment to deadlines
- Strong attention to details
- Proficient in Excel
- Proficient in PowerPoint
- Proficient in Bloomberg
- Good communication skills
- Strong desire to develop interactions with other parts of the bank
- Self-motivated
- Entrepreneurial
Aufgaben
- Manage client and fund assets across multiple asset classes
- Shape and execute investment strategy
- Make asset allocation decisions
- Oversee portfolio trading to meet client objectives
- Balance risk and performance in a regulated environment
- Manage bespoke multi-asset or fixed income discretionary mandates
- Handle various base currencies (EUR, CHF, USD)
- Generate trade rationales
- Maintain databases
- Present positioning and performance to clients
- Develop regional tactical views with European teams
- Support DPM teams on fixed income security selection
- Provide inputs for mandate elaboration
- Implement tactical strategies
- Select and monitor single and collective instruments
- Manage active and passive investments in traditional asset classes
- Grow assets under management through internal client servicing
- Support pre-sales and after-sales communication
- Prepare and present performance analysis (contribution, attribution)
- Support strategy sales and pitch documents
Berufserfahrung
- 7 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – fließend
- Deutsch – Grundkenntnisse
Tools & Technologien
- Excel
- PowerPoint
- Bloomberg
- Avaloq
- Bloomberg tools
Benefits
Mentale Gesundheitsförderung
- Support for life crises
- Mental health support
- Social connection support
Sonstige Vorteile
- Support for illness
- Supportive workplace
- Collaboration focus
- Inclusion focus
- Support for financial goals
Gesundheits- & Fitnessangebote
- Preventive health measures
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
Deutsche Bank (Suisse) SA
Branche
FinancialServices
Beschreibung
The company has been a Global Hausbank for clients for over 150 years, offering services in Corporate, Private, Investment Banking, and Asset Management.
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