Portfolio Manager
This position is based in Geneva or Zurich.
YOUR TEAM
The DPM team in Switzerland is composed of nine senior portfolio managers (PM) based in Geneva and is part of a larger network of managers located in Luxemburg, Germany and Portugal. The team covers all main asset classes, manages a wide range of investment solutions in EUR, USD and CHF and is directly client-facing. In addition, PMs work closely with commercial teams on business development especially of the UHNWI segment.
YOUR WORKDAY
Participate in the Investment Process
\* Monitor financial markets closely and contribute to tactical-asset-allocation discussions and decisions.
\* Serve as an active member of one of our instrument selection committees (Equity (preferred), Funds/ETFs or Fixed Income): contribute to the analysis, selection, model-portfolio construction and follow-up of the chosen investments.
\* Depending on the candidate-s investment expertise, take an active role in managing the related investment solutions:
\* contribute to the construction of the solution-s model portfolios,
\* comment on investment decisions,
\* assume responsibility for performance and risk management.
\* Contribute to the continuous improvement of the investment process and to the evolution of the investment solutions under your responsibility.
Portfolio Management Responsibilities
\* Manage tailor-made mandates autonomously, respecting each client-s risk profile and specific constraints. Ensure close operational involvement and follow-up with the portfolio implementation team. Understand performance contribution drivers. Maintain a close relation with both RMs and clients.
\* Monitor client mandates entrusted to you that follow standard investment solutions. Liaise with the Front Office to manage flows and with the portfolio implementation team to keep the portfolios aligned with the Model Portfolios.
\* Apply the Bank-s investment guidelines and financial regulations rigorously.
\* Prepare clients reporting in a clear, didactic and precise manner.
Promote Discretionary Portfolio Management services
\* Participate regularly in client meetings, portfolio reviews and performance explanations to maintain a high level of client satisfaction and increase share-of-wallet.
\* Build tailor-made investment proposals for clients or prospects, aligned with their investment profile and needs.
\* Contribute to semi-institutional or complex requests for proposals (RfP).
\* Promote DPM services and investment solutions with Front Office staff, clients and prospects, reinforcing the image of excellence of the team and of the Bank
\* Take part in, or lead, development or transversal projects entrusted to you.
YOUR PROFIE / YOUR SKILLS
\* Proven experience in wealth management and/or asset management (minimum 10 years).
\* Proven experience in managing multi-asset strategies and/or single-asset class solutions (minimum 8 years).
\* Excellent verbal and written communication skills in French and English, other languages a plus.
\* Strong analytical and problem-solving abilities.
\* Exceptional customer service with a client-focused mindset.
\* Team player.
In a changing world, diversity, equity and inclusion are key values for the well-being and the good performance of teams. At BNP Paribas, we wish to welcome and retain all talents, without any distinction: together we will build the finance of tomorrow, innovative, responsible and sustainable.
Finally, we insist on the particular importance of having our employees act daily in a spirit of ethical and professional responsibility.
NB: all terminologies apply in both the feminine and the masculine.
