Investment Manager
Join a dynamic team as an Investment Manager, where your expertise will shape the financial futures of high-net-worth clients. Collaborate closely with Private Bankers to tailor investment solutions and drive client acquisition through insightful presentations.
Leverage your strong background in portfolio creation and asset allocation, while ensuring compliance with industry regulations. With a competitive salary, comprehensive benefits, and ample opportunities for professional growth, this role offers you the chance to make a real impact. If you are fluent in French and English and possess exceptional interpersonal skills, we invite you to apply today!
Leverage your strong background in portfolio creation and asset allocation, while ensuring compliance with industry regulations. With a competitive salary, comprehensive benefits, and ample opportunities for professional growth, this role offers you the chance to make a real impact. If you are fluent in French and English and possess exceptional interpersonal skills, we invite you to apply today!
Description
- Close collaboration with Private Bankers to address clients’ investment needs, strengthen their investment share, and support new client acquisition through presentations and showcasing wealth management expertise;
- Effective cooperation with key internal partners (discretionary portfolio managers, portfolio managers, product specialists) to deliver the bank’s best investment solutions and insights;
- Proactive identification of client needs and opportunities, providing tailored solutions across capital markets, discretionary and advisory mandates, alternative investments, as well as financing and lending options;
- Organization of regular reviews of client portfolios and relationships (quarterly, semi-annual, annual) in collaboration with internal stakeholders, to identify gaps and implement necessary adjustments;
- Strict adherence to professional, legal, and ethical standards, ensuring compliance with internal and external regulations, while managing reputational risks and potential conflicts of interest.
Your profile
- A degree from a university or an equivalent qualification; CFA or PBA certifications are advantageous;
- A minimum of 5 years of demonstrable experience in portfolio creation and asset allocation, with a profound understanding of the unique requirements of private and ultra-high-net-worth clients; has a proven history of success in developing client portfolios and leading investment conversations with clarity, confidence, and professionalism;
- Fluent in both French and English, with proficiency in additional languages being a distinct plus;
- Skilled in articulating capital market projections through both a strategic (top-down) and tactical (bottom-up) lens, ensuring comprehensive rationale for proposed asset allocations and recommendations based on investment goals and market dynamics; exhibits a strong capacity to produce relevant and creative investment strategies;
- Exceptional interpersonal abilities coupled with a robust client service mindset, demonstrating unwavering professional integrity; possesses strong verbal and written communication skills; capable of effectively collaborating with teams across diverse geographical locations;
- Well-versed in the relevant regulatory landscape (such as RDR and MiFID II), with a focus on confidentiality, data privacy, and applicable cross-border regulations when necessary.
Offer
- Monthly salary indication: € 5501 - € 6500
- Our client offers you a competitive salary that reflects your skills and experience;
- An appealing compensation package is included, featuring meal allowances, health insurance, life insurance, and a flexible benefits plan;
- Opportunities for professional growth and development are available at every phase of your career journey;
- Additional corporate perks can be accessed through our partner network, including discounts on travel, home goods, and utility services.