Senior Portfolio Manager - Premium Mandates #118062Schweiz-Switzerland - Region Zurich-Zürich |   Vollzeit | Investment Banking and Capital Markets | 

Stellen ID

 118062Portfolio ManagementEnglish

We Offer

 

 

• An interesting and important role managing multi-asset-class portfolio solutions with customized benchmarks for our ultra- and high-net-worth clients from mainly the LATAM region


• The opportunity to be instrumental in translating Credit Suisse's investment strategy into an investable portfolio solution integrating individual requirements and restrictions


• Having the responsibility to implement the active investment decisions in the client portfolios


• Reporting and communicating to clients regarding the portfolio performance, positioning, transactions and the recent capital market developments including the Banks House View


• Having the accountability to be an advisor to our clients on specific investment objectives taking into account their risk tolerance and income needs


• Preparing special slides on current financial market trends for client reporting’s


• Acquiring new assets from existing and prospective clients


• Assuming responsibility on various projects

 

You Offer

 

• A successful completion of a University Degree with additional financial education like AZEK/CFA


• At least several or more years of experience in the capital markets as a portfolio manager for LATAM based clients


• Distinguished, fluent communication skills in German, English and Spanish


• Progressive proficiency of various securities and investments related to products and services


• Sound insight and knowledge of the possibilities and challenges in constructing a tailor-made portfolio


• In-depth specialist knowledge of financial market tools (i.e. Bloomberg, CRIMS) as well as Microsoft Office (Word, Excel, PowerPoint)


• Motivated, dynamic with a reliable personality that is dedicated and enjoys working with team spirit but also has the ability to work independently with a strong focus on accuracy


• Meeting deadlines and accuracy will also be included in your remit, by working in a well-structured and an efficient way

 *LI-CSJOB* *jobsch*

Ms. V. Eichenberger would be happy to review your application, please apply via our career portal.