Opportunity for exceptional investment professional

Our client is a successful international private bank based in Zurich. The company enjoys an enviable reputation and serves its demanding clients across the full range of wealth management services. As a result of strong demand for the bank`s discretionary investment services, we have been appointed to find a

Senior Portfolio Manager

In this demanding role you will manage discretionary mandates with considerable flexibility, regularly interact with sophisticated clients, and have the opportunity to contribute to the research effort in a specific asset class or market. You will work closely with relationship managers, providing support in client acquisition and through portfolio analysis and reporting. In addition, you will take over a key role in defining the local portfolio management strategy.

We are looking for someone with substantial experience in a similar position, possibly with an institutional background. Core requirements include a good generalist knowledge of all asset classes and financial instruments coupled with a solid understanding of regulatory, legal and fiscal issues in the area of private wealth management. You are a strong personality, self-motivated, have very good communication and diplomatic skills, and be able to influence professionals at all levels. Fluency in English is essential; a good command of German and/or Spanish would be a clear advantage. If this challenging role attracts you and you fit the profile, please send your résumé and covering letter to Roland Staub or Peter Hoppler, preferably by E-Mail.

  • Job Titel Senior Portfolio Manager
  • Branche Finanzdienstleister
  • Region Grossraum Zürich
  • Status Archiv
  • Ihr Berater
    Roland Staub (RS)
    Roland Staub - rstaub(at)cms-ag.ch
    Corporate Management Selection C.M.S. AG Zürich
    Carmenstrasse 24, 8032 Zürich
    Tel. +41 44 250 40 00

„Das optimale Gleiten kommt beim Skating nur, wenn der nächste Impuls präzise und nicht zu früh erfolgt. Parallelen im Business sind nicht selten.“

Roland Staub

Tel. +41 44 250 40 00

Ausbildung und Berufspraxis

Kaufmännische Ausbildung und Lehrgänge Personalmanager und Coaching bei Dr. P. Müri. Langjährige Fach- und Führungserfahrung in der Finanzdienstleistungsindustrie in Zürich und London. Seit 1992 Konzentration auf die Suche und Auswahl von Kader und Fachspezialisten. Gründer und Partner der Mc Dust AG, Banking Recruitment, seit 2006 Partner der C.M.S. AG.

Roland Staub
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