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 title Senior Portfolio Manager
  • Sector Finanzdienstleister
  • Region Grossraum Zürich
  • Status Archiv
  • Your consultant
    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

„Ideal gliding when ski skating only occurs if each successive movement is perfectly coordinated and precisely timed. Such parallels are not unusual in the business world.“

Roland Staub

Tel. +41 44 250 40 00

Education & Experience

Banking education and certified personnel manager Dr. P. Müri. Many years of professional and management experience in the financial services industry in Zurich and London. Since 1992, focus on searching and selecting professionals and managers. Founder and partner of Mc Dust AG, Banking Recruitment, as well as wake!up gmbh. Partner of C.M.S. AG.

Roland Staub
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