Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investment advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy.J. Safra Sarasin’s most valuable capital is its employees. They are essential to the success of the organisation, now and in the future. Their technical expertise, professional qualifications and social skills are highly valued by the Group’s clients, management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide.DivisionTrading, Treasury & Asset ManagementFunction/PositionPortfolio Manager - Multi-Asset Private BankingLocationBaselFunction/Position objectivesManagement of sustainable discretionary private banking mandates worldwide. Support of client advisors for aquisitions and performance reviews.Responsibilities
Support sales initiatives across the bank and promote discretionary portfolio solutions
Portfolio manager for sustainable multi-asset mandates, in particular for premium mandates
Participate in client meetings and after-sales performance reviews and create investment proposals and RfPs
Demonstrate know-how in sustainable investing by further improving the offering and sales story
Responsible for BVG / LPP mandates and their compliance
Manage daily tasks, premium client reporting and project work including some administrative tasks
Support senior PMs and PM of the Global Dividend Fund
Profiles
At least a Master’s university degree in a relevant field and/or education in business or finance. Higher financial education (CFA/AZEK) would be advantageous
Experience in portfolio management and sales for PB clients
Strong client orientation; excellent verbal and written skills in German and English and very good communication and presentation skills. French an asset.
Know-how in sustainability and high interest in portfolio construction, familiar with various asset classes and keen interest in financial markets
Work very exactly, efficiently and independently
Profound IT-affinity, in particular MS Office. Bloomberg and Avaloq would be a plus.
Solution-oriented team player with a flair for projects and enjoyment of administrative tasks.
Activity rate100%Please send your application to:Only direct applications will be considered.
