Client Portfolio Manager Asset Management Equity #116995Schweiz-Switzerland - Region Zurich-Zürich | Vollzeit | Private Banking and Wealth Management |
Stellen ID
116995Portfolio ManagementEnglish
We Offer
You an interesting and challenging position within our Asset Management based in Zurich. You will be working in the dynamic equity team whose team spirit and specific expertise guarantee an exciting working environment and the possibility to further improve your career.
You have the opportunity to distribute our strong institutional equity solutions to third-party clients (banks, external asset managers, family offices).
You take care of the identification and development of business opportunities for fixed income investment solutions and services (mutual funds and mandates).
In close interaction with Relationship Managers, you improve sales efforts concerning equity products / mandates.
You create high quality marketing materials like presentations, investment proposals and product related newsletters as well as fund profiles.
You contribute to the delivery and completion of RFPs / RFIs.
A rare chance to improve your skills and to build up your internal network by planning, organization and contribution to training sessions for Relationship Managers, institutional clients, round-tables and other marketing events.
Being part of a specialized and highly motivated team of investment professionals in an international and diverse environment and have the chance to develop knowhow on various topics.
You Offer
Are you a dedicated teammate who establishes effective relationships with key partners and can make things happen? Would you describe yourself as a self-starter with a real passion for financial markets and as someone who is able to meet tight deadlines and works well in a dynamic and demanding environment? Then, you could be exactly the future team member to round off our team.
You have a university degree in Finance/Business Administration or Postgraduate diploma. CFA, CIIA or similar is an advantage
Your prior experiences as an investment manager, analyst, client relationship manager, sales manager, product specialist, consultant or key account manager within the banking/financial services industry enable to contribute to our team's success
You combine excellent presentation skills with very good knowledge in PowerPoint and Excel. This and your ability to think creatively and outside-the-box allows you to take your sales abilities to the next level.
As a standout colleague with strong interpersonal skills, a pragmatic approach and a flexible can-do attitude, you are able to work with all levels of seniority
Fluency in German and English (written and spoken)
*LI-CSJOB*
Ms. M. Eggenberger would be delighted to receive your application.
