Senior Portfolio Manager – Outsourced CIO Team(m/w/x)

Anforderungen

• Bachelor’s degree in mathematics, economics, quantitative finance, research, computer science, management science, or related field
• CFA, CEFA, FRM, or similar certification strongly preferred
• Minimum 5 years experience in Portfolio Management or comparable investment function with direct client exposure
• Strong understanding of financial markets and portfolio construction
• Ability to credibly discuss broad range of asset classes
• Proven track record as outstanding investment advisor or portfolio manager, ideally in UHNW or institutional context
• Excellent pitching and presentation capabilities
• Ability to articulate complex concepts clearly and convincingly
• Exceptional client-facing and interpersonal skills
• Strong understanding of UHNW client needs and Private Banker workflows
• Entrepreneurial mindset
• Strong focus on delivery, accountability, high service standards
• Team-oriented personality
• Strong attention to detail and collaborative spirit
• Excellent negotiation skills and diplomacy
• Ability to deliver top-quality results
• Commitment to best-in-class client care
• Highly organized and analytical
• Capability to manage multiple priorities and respond efficiently to ad hoc requests
• Resilience under pressure
• Adaptability to fluctuating workloads and tight deadlines
• Strong communication skills
• Ability to express complex investment ideas clearly and engagingly
• Fluency in German and English
• Additional languages as a strong asset

Aufgaben

• Deliver high-quality solutions aligned with client objectives
• Cover all major financial asset classes
• Analyze and optimize client portfolios based on risk profiles
• Provide comprehensive risk management
• Provide performance analytics
• Provide portfolio optimization
• Develop tailored investment proposals
• Represent investment view in client meetings
• Provide outstanding investment solutions to UHNW clients
• Collaborate with teams to match strategies to client needs
• Deliver accurate, timely performance, risk, and portfolio reports
• Ensure strict adherence to investment guidelines
• Ensure compliance with mandate specifications and regulations
• Contribute to business development
• Support client acquisition efforts with internal partners

Berufserfahrung

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