Titre de fonction: Junior Portfolio Manager
Type de Job: Permanent
Catégorie d'emploi: Plein-temps
Industrie: Banking & Financial Services
Offre publiée: 05/08/2025
Numéro de l'offre: 37746
Nom du contact: Charlotte Boulithe
Numéro de téléphone: +41 22 718 03 10
Email: c.boulithe@lotuspartners.ch

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.