Description de poste

For one of our clients, a wealth management firm based in Geneva, we are looking for a :

PORTFOLIO MANAGER

Job description

• Support senior management in the handling of client relationships.
• Manage discretionary portfolios across multiple risk profiles, currencies, and asset classes.
• Address specific client requests and provide tailored investment solutions.
• Prepare bespoke client materials, including market commentaries and performance analyses.
• Liaise with custodian banks to arrange client-specific services (e.g. credit lines).
• Participate in client meetings and deliver portfolio reviews.
• Attend internal investment committee and portfolio management meetings.
• Coordinate onboarding and KYC procedures in collaboration with the Legal team.
• Contribute to business development; ability to bring clients is a plus.

Required profile

• Fluent in English and French; additional languages are an advantage.
• At least 2 years of experience in wealth or portfolio management.
• Knowledge of private investments is an asset.
• Self-driven with a strong sense of initiative and team spirit.
• Comfortable in a dynamic, high-expectation environment.
• Strong organisational skills and the ability to manage multiple tasks efficiently.
• Precise, detail-oriented, and dependable.
• Flexible, proactive, and client-focused with excellent presentation skills.
• High level of discretion and confidentiality.
• Proficient in Microsoft Office and Bloomberg tools.

All files will be treated with the utmost confidentiality.