Portfolio Manager

il y a 3 semaines


Bruxelles, Région de Bruxelles, Belgique Morgan Philips Executive Search Temps plein
Our client, a private bank specializing in wealth management, is currently looking for a Portfolio manager for its sales department.

Key Responsibilities:
  • Manage a growing portfolio of Dutch-speaking UHNWI clients.
  • Demonstrate the ability to manage both discretionary and investment advisory portfolios.
  • Ensure operational implementation of the Bank investment strategy in line with clients' needs, objectives, and constraints.
  • Tailor investment management to specific client requirements.
  • Actively participate in management committees, contributing to decisions on portfolio arbitrages.
  • Generate and document investment proposals, including stock and fund analysis.
  • Monitor and analyze the relative performance of portfolios.
  • Ensure compliance with the Group's investment process, risk control measures, and regulatory requirements.
  • Provide active support to bankers:
    • Participate in attending meetings with client and prospects.
    • Prepare investment strategy presentations for internal and external audiences (clients and prospects).
  • Contribute to cross-functional projects.
Required Skills:
  • Master's degree in finance or a related field.
  • At least 5 years of experience in financial management, private banking, asset management. Experience in "diversified" management is essential.
  • Strong knowledge of market finance and mastery of financial instruments and current regulations.
  • Fluency in Dutch, with excellent command of French and English.
  • Strong team player with a client-oriented approach.
  • Dynamic, entrepreneurial mindset, open to taking initiative.
  • Good communicator, strong written and oral presentation abilities; needs to be persuasive and credible.
  • Proactive, organized, and rigorous.
Additional Information:
  • The ideal candidate will be a highly motivated and experienced individual with a proven track record of success in the financial industry.
  • They will be able to work independently and as part of a team and will have excellent communication and interpersonal skills.
  • The position offers a competitive salary and benefits package, and the opportunity to work with a leading global investment firm.

If you meet the above profile and wish to apply, please submit your application, which will be handled with the utmost confidentiality.
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