UHNW ADVISORY PORTFOLIO MANAGER

Employer
Candriam
Location
Brussels, Belgium
Salary
-
Posted
May 04, 2021
Closes
Jun 03, 2021
Ref
10916588
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities

Within the UHNW Advisory business unit, you will:
  • Develop and maintain an understanding and relationship with UHNW clients in accordance with their expectations, experience and investment profile.
  • Enhance the team's skills set
  • Provide additional insight on core competencies.
  • Compile and manage private-client portfolios.
  • Apply the CANDRIAM strategy to all portfolios under your responsibility at local level.
  • Ensure that all portfolios under your responsibility (directly or as back-up) comply with strategy guidelines.
  • Ensure that client mandates are well documented and managed ethically and in compliance with the specific constraints governing the different mandates.
  • Guarantee business continuity come what may.
  • Provide technical and sales support to Belfius Private Bankers and to Sales & Marketing to help them win new mandates from private clients.
  • Provide all requisite communications and reporting on portfolio performance and investment strategy to clients in your account.
  • Develop and enhance targeted projects.

Required Skills & Competencies

PROFILE
  • 7-10 years' experience in financial management, private banking and/or equivalent;
  • First-class knowledge and solid understanding of markets and financial instruments;
  • Master's degree;
  • Postgraduate specialisation such as CFA certification (preferably) or intention to obtain such certification.

COMPETENCIES
  • First-class communicator and presenter
  • Dutch (mother tongue), English (French is a plus)
  • A team player, you enjoy working with others
  • Proven quantitative analysis skills
  • Drive, initiative, analytical mindset, entrepreneurial, creative, dynamic, ambitious
  • Assertive, socially flexible and willingness to embrace change/evolution
  • Organised and methodical
  • Ability to perform under stress