Senior Portfolio Manager
Core
Senior Portfolio Manager supporting Private Banking clients in building and managing investment portfolios through discretionary or advisory management.
Role type
Senior IC Portfolio Manager (Private Banking)
Builds
Personalized investment solutions and portfolio management services for high-net-worth individuals
Domain
Financial Services / Private Banking / Wealth Management
Required skills
Investment strategy, portfolio construction, risk management, market analysis, client relationship management, financial reporting, regulatory compliance, stakeholder collaboration, commercial acumen, strategic planning
Preferred skills
Discretionary management experience, advisory management experience, macroeconomic analysis, geopolitical insight, digital tools proficiency
Technologies
Investment platforms, portfolio management systems, market data tools, communication platforms
Responsibilities
Define, implement, and monitor client investment strategies; manage portfolios in discretionary or advisory capacity; translate investment office insights into client narratives; build long-term trust with high-net-worth clients; collaborate with Private Bankers and Investment Office; identify new client needs and opportunities; ensure adherence to client mandates and internal policies
Seniority
Senior, hands-on IC