Description
# Portfolio Manager - Multi Asset Private Banking #
* Zurich, CH
* Full-time
* Unlimited
### Your Role ###
As Portfolio Manager - Multi Asset Private Banking at Bank J. Safra Sarasin you are an ambitious and service oriented person who is seeking to contribute to the sales efforts of our Discretionary Portfolio Management and provide reliable portfolio implementation along the bank's investment policy as well as active communication with internal and external clients.
### Your Responsibilities ###
* Support client relationship managers to grow the asset base by participating in prospect meetings and creating investment proposals including Rfps.
* Explain the current investment strategy, the portfolio performances and present the review and outlook internally and to clients
* Manage discretionary Multi Asset and Fixed Income portfolios in accordance with client guidelines and in consistency with the bank's investment policy
* Perform reporting and administration duties for Zurich and Asian Premium mandates
### Your Profile ###
* Higher education (university / FH) in Economics or Finance, CFA/AZEK would be advantageous
* 5 years of practical experience in the field of portfolio management / banking
* Excellent Microsoft Office skills, knowledge in Avaloq and Bloomberg are an advantage
* Ability to works very exactly, efficiently and independently
* Excellent communication and presentation skills as well as ability to work with various stakeholders
* Very good command in German and English
### Your Benefits ###
* Entrepreneurial spirit in a family owned bank
* Central city office locations across Switzerland
* Above average insurance coverage fully borne by the bank
* Contribution to health insurance and meal allowance
* Global growth strategy and stable environment
* Competitive offering