For one of our clients, a wealth management firm based in Geneva, we are looking for a :ASSISTANT PORTFOLIO MANAGERJob description - Support senior management in the handling of client relationships.
- Manage discretionary portfolios across multiple risk profiles, currencies, and asset classes.
- Address specific client requests and provide tailored investment solutions.
- Prepare bespoke client materials, including market commentaries and performance analyses.
- Liaise with custodian banks to arrange client-specific services (e.g. credit lines).
- Participate in client meetings and deliver portfolio reviews.
- Attend internal investment committee and portfolio management meetings.
- Coordinate onboarding and KYC procedures in collaboration with the Legal team.
- Contribute to business development; ability to bring clients is a plus.
Required profile - Fluent in English and French; additional languages are an advantage.
- At least 2 years of experience in wealth or portfolio management.
- Knowledge of private investments is an asset.
- Self-driven with a strong sense of initiative and team spirit.
- Comfortable in a dynamic, high-expectation environment.
- Strong organisational skills and the ability to manage multiple tasks efficiently.
- Precise, detail-oriented, and dependable.
- Flexible, proactive, and client-focused with excellent presentation skills.
- High level of discretion and confidentiality.
- Proficient in Microsoft Office and Bloomberg tools.
All files will be treated with the utmost confidentiality.
Lotus Partners
