Attractive opportunity for an 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

Portfolio Manager

In this position you can use and develop your skills in the management of demanding investment mandates, in research and in client-facing functions. You will work closely with a senior portfolio manager, but also manage your own accounts. You will contribute actively to the local portfolio management strategy by analysing one asset class and/or market. Another important task is the support of relationship managers. You will analyse portfolios, prepare investment proposals and join meetings with existing clients to present the performance reports.

The ideal candidate will have a sound education and a few years of experience in portfolio management and/or research. Core requirements include some experience across asset classes coupled with knowledge of regulatory, legal and fiscal issues in the area of private wealth management. Expertise in Excel and portfolio management tools are essential, as are fluency in English and German. Any additional languages would also be useful. If you are interested in the position and fit the profile, please send your résumé and covering letter to Roland Staub or Peter Hoppler, preferably by E-Mail.

  • Job Titel 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

rstaub(at)cms-ag.ch
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
Zürich
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