Senior Portfolio Manager - Premium Mandates
Credit Suisse
Zürich, Region Zurich, Switzerland , Schweiz
vor 7 Tg.

We Offer

  • An interesting and important role managing multi-asset-class portfolio solutions with customized benchmarks for our ultra-
  • and high-net-worth clients from mainly the LATAM region

  • The opportunity to be instrumental in translating Credit Suisse's investment strategy into an investable portfolio solution integrating individual requirements and restrictions
  • Having the responsibility to implement the active investment decisions in the client portfolios
  • Reporting and communicating to clients regarding the portfolio performance, positioning, transactions and the recent capital market developments including the Banks House View
  • Having the accountability to be an advisor to our clients on specific investment objectives taking into account their risk tolerance and income needs
  • Preparing special slides on current financial market trends for client reporting’s
  • Acquiring new assets from existing and prospective clients
  • Assuming responsibility on various projects
  • You Offer

  • A successful completion of a University Degree with additional financial education like AZEK / CFA
  • At least several or more years of experience in the capital markets as a portfolio manager for LATAM based clients
  • Distinguished, fluent communication skills in German, English and Spanish
  • Progressive proficiency of various securities and investments related to products and services
  • Sound insight and knowledge of the possibilities and challenges in constructing a tailor-made portfolio
  • In-depth specialist knowledge of financial market tools (i.e. Bloomberg, CRIMS) as well as Microsoft Office (Word, Excel, PowerPoint)
  • Motivated, dynamic with a reliable personality that is dedicated and enjoys working with team spirit but also has the ability to work independently with a strong focus on accuracy
  • Meeting deadlines and accuracy will also be included in your remit, by working in a well-structured and an efficient way
  • LI-CSJOB* *jobsch*
  • Ms. V. Eichenberger would be happy to review your application, please apply via our career portal.

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