Portfolio Manager

Portfolio Manager

Bank Lombard Odier & Co Ltd in Geneva is looking for a candidate to fulfil the following mission statement:

Your mission: 

  • Offer relationship managers and private clients investment advice and proactive portfolio management.
  • Contribute to the development of our investment offering as well as our Advisory mandates, through investment advice aligned with the Bank's investment strategy. 
  • Manage and Implement the Investment strategy in discretionary portfolios within client constraints, with a focus on UK clients and UK fiscally efficient investments
  • Maintain a high degree of knowledge on assets, investment strategy and UK fiscally efficient portfolio management and advice.
  • Provide reporting on accounts as well as investment proposals (clients and prospects)
  • Follow-up of actions/options/ investment funds/ structured products proposed on the list recommended by the Bank.
  • Participation in the development of Portfolio Management tools and Advisory Offering.

 

 

Your profile: 

  • University education and/or recognized diploma in Investment (CFA/CIIA)
  • Several years of experience in Portfolio management in a Private Bank (discretionary and/or advisory), a UK environment would be a plus
  • Very good knowledge of asset allocations and Portfolio management 
  • Excellent customer presentation and communication skills
  • Ability to acquire and share skills
  • Ability to take decisions, flexibility and autonomy
  • Good knowledge of Excel and PowerPoint  
  • Fluent French and English, any another language would be an asset 
  • Residence in Switzerland

If you recognize yourself in this description, we look forward to receiving your Curriculum Vitae. It will be treated with the strictest confidentiality.