Portfolio Manager - Multi Assets

ph3Job Description /h3 pManage discretionary portfolios (standard and special) for the Bank's client base and provide investment proposals to prospects, clients and Relationship Managers (RMs), with the objective of delivering agreed goals within the overall framework of the Wealth Management operating model and business strategy. Contribute actively to the overall investment process and help deliver a first-class investment experience for clients. /p pManage discretionary portfolios (standard and special) for the Bank's client base and provide investment proposals to prospects, clients and Relationship Managers (RMs), with the objective of delivering agreed goals within the overall framework of the Wealth Management operating model and business strategy. Contribute actively to the overall investment process and help deliver a first-class investment experience for clients. /p h3Key responsibilities /h3 ul liConstruct high-quality, performance-oriented portfolios and implement Investment Strategy decisions across asset classes. /li liOversee multi-asset discretionary mandates across reference currencies and risk profiles, while adhering to internal rules, regulatory constraints, and client restrictions. /li liBe responsible for the day-to-day management and implementation of discretionary client portfolios, including rebalancing strategy across portfolios when necessary, following the Investment Committee decisions. /li liEnsure that portfolios are aligned with client objectives and restrictions, with transparent reporting on asset allocation, performance, and portfolio risk. /li liManage standard and special mandates and select appropriate instruments across equities, fixed income, funds, structured products, and other approved investment solutions. /li liStay actively aware of developments in macro trends and market drivers, and translate investment views into portfolio actions and client proposals. /li liParticipate in regular investment research meetings, collaborating with colleagues in the investment team to discuss market events, allocation views, and implementation, and by contributing portfolio insights, thematic ideas, and product opportunities across asset classes. /li liSupport the organization and ongoing improvement of the Discretionary Portfolio Management team's operational setup, risk performance management framework, and tool platform dedicated to reporting and proposal formulation. /li liProactively liaise and collaborate with Relationship Managers and investment advisors, supporting them in identifying opportunities to convert advisory and execution-only relationships into discretionary mandates. /li liPrepare marketing documents, portfolio reviews, commentaries, and investment proposals to support client retention and asset acquisition. /li liParticipate in client and prospect meetings, present portfolio strategy and performance, and contribute to review and client retention meetings where required. /li liBuild effective and trusted relationships with internal and external clients, ensuring that the client viewpoint remains central to investment decisions. /li liContribute to the continuous development of the Bank's investment offering, including portfolio construction, risk management enhancements, and discretionary investment solutions. /li liManage restrictions and mandate parameters in the Bank's portfolio management systems, including G2 where applicable. /li /ul h3Your profile /h3 ul liMinimum of 8 years of experience in multi-asset portfolio management or investment advisory, with significant exposure to discretionary multi-asset portfolios. /li liProven track record of successfully managing diversified portfolios and delivering high-quality investment service to clients. /li liStrong analytical skills with a deep understanding of asset allocation, portfolio construction, and cross-asset markets. /li liDemonstrated in-depth knowledge of financial instruments and the ability to build tailored portfolios based on client mandates and investment constraints. /li liDemonstrated ability to communicate effectively with private clients and internal stakeholders in a business development context. /li /ul h3Technical skills: /h3 ul liAbility to clearly articulate and pitch technical investment concepts across asset classes. /li liCapability to take timely and well-reasoned investment decisions, balancing fact-based analysis with judgment, information, and experience. /li liStrong portfolio construction skills and process-driven implementation mindset. /li liAbility to acquire, synthesize, and share information and skills efficiently. /li liStrong team player with willingness to collaborate across the organization. /li liStrong IT skills (Microsoft Office) and solid knowledge of Bloomberg, FactSet, VBA, Python and portfolio management systems. /li liPrior experience with G2 is an advantage. /li /ul h3Soft skills: /h3 ul liMust possess a high standard of professionalism and integrity. /li liPragmatic, result-oriented, and client-focused. /li liStrategic thinker with sound decision-making ability. /li liExcellent communication skills allowing effective collaboration with internal and external partners. /li liSelf-motivated, proactive, adaptable, and able to work independently in a fast-paced environment. /li liHigh attention to detail, intellectual curiosity, and a hands-on approach. /li liCreative and entrepreneurial mindset, combined with strong team spirit and initiative. /li /ul h3Education: /h3 ul liMaster's Degree, CFA, or CFA equivalent /li /ul h3Languages: /h3 pFluent English and French, with the ability to communicate effectively with clients and internal stakeholders. German or Swiss German would be a strong advantage. /p h3Swiss Residence requirements /h3 pYes. /p pThe role requires the ability to travel on a regular basis to the Bank's Zürich office. /p /p #J-18808-Ljbffr