Senior Portfolio Manager
Il y a 5 mois
**Discretionary Management and Investment Advisory**:
- In charge of a growing portfolio of Dutch-speaking UHNWI clients
- Ability to manage both discretionary and investment advisory portfolios
- Operational implementation of the Group's investment strategy in line with clients' needs, objectives and constraints
- Ability to deliver tailor-made management
- Active participation in management committees, helping to make decisions on arbitrages within portfolios
- Ability to generate and document investment proposals. Stock and fund analysis
and funds
- Monitoring and analysing the relative performance of portfolios
- Ensure compliance with the Group's investment process, risk control measures and regulatory
and regulatory requirements
- Active support for bankers:
- Participation in the process of acquiring new clients and in meetings with existing clients
- Preparation of investment strategy presentations both internally and to clients and prospects
- Ability to contribute to cross-functional projects
**Skills required**:
- Master's level higher education, specialising in finance
- You have 5 to 10 years' experience in financial management, private banking, asset
management or dealing room. Experience in "diversified" management is essential
- Solid knowledge of market finance and mastery of financial instruments and current
regulations in force
- Dutch speaker, with excellent knowledge of French and English
- Strong team player
- Customer-oriented
- Dynamic, entrepreneurial mindset, open to taking the initiative
- Proactive, organised and rigorous
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