176 Portfolio Manager Stellen in Hochdorf gefunden

For our client, an independent Swiss Asset Management Company with a FINMA license in the canton Zug, we are looking for:

Responsibilities:

• Leverage extensive market experience and in-depth knowledge of global financial markets and products to cultivate existing and establish new client relationships.
• Foster strong, long-lasting client relationships built on trust.
• Deliver exceptional support services that address client needs, goals, and expectations.
• Uphold high standards of client interaction and ensure compliance with Swiss regulations.
• Craft compelling marketing materials (e.g., customized presentations) tailored to client needs.
• Take ownership of various support tasks, projects, reporting activities, and control functions.
• Continuously improve relationship management processes and tools.

Requirements:

• University degree in economics, finance, or banking.
• Prior experience as a Relationship Manager or Investment Advisor in Swiss, European, or US banks or external asset management companies is preferred.
• Solid professional experience (5+ years) in relationship management with HNWIs.
• Extensive network of potential HNW/UHNW clients in Eastern European countries.
• Strong understanding of Swiss regulatory topics and familiarity with the Swiss/EU legislative framework.
• Independent and proactive work style with a willingness to travel frequently and work with a flexible schedule.
• Fluency in English, any other language is a plus.
• Strong proficiency in Microsoft Office applications.
• EU/EFTA-passport or a valid work permit (C or B) for Switzerland.

If you can identify yourself with the requirements of this challenging position, we look forward to receiving your application (English CV and certificates/diplomas).

For environmental and efficiency reasons, we would like to ask you to submit your application via our online application platform (click on "Apply") rather than by e-mail or by post.