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 title 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

rstaub(at)cms-ag.ch
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
Zürich
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