Portfolio Manager – Wealth Management; Multi-Asset

Overview

For our client, a mid-sized private bank, we are seeking a Portfolio Manager
, reporting directly to the Head of Asset Management
.

You will have the opportunity to evolve within a dynamic team in a human-scale institution with an international presence.

• Identify and execute investment opportunities across multiple asset classes.
• Conduct in-depth market research and analysis.
• Manage risk exposures and contribute to the overall success of the firm’s investment strategies.
• Collaborate with colleagues across functions — including research, trading, risk management, and operations — to achieve portfolio objectives and foster a culture of innovation and excellence.
• Develop and implement investment strategies aligned with portfolio objectives, risk tolerance, and market conditions.
• Contribute to product development, from concept to final delivery, engaging with key stakeholders across the organization at every stage of the process.
• Actively participate in multi-asset portfolio management, including asset allocation, fund selection, and strategy implementation.

• 5+ years of experience in a similar role within private banking or wealth management.
• Strong expertise in equity analysis, security selection, and portfolio management.
• Proven ability to translate investment views into actionable trading strategies for client portfolios.
• Experience with derivatives trading as part of effective portfolio management.
• Solid understanding of the Fixed Income and Securities environment (CH, EU, and US).
• In-depth knowledge of micro and macro valuation drivers, as well as market sentiment, positioning, and technical analysis.
• Demonstrated ability in fund selection and multi-asset allocation.
• Strong knowledge of Swiss asset management and banking regulations (LSFin, FINMA).
• Familiarity with structured products.
• Excellent communication skills to convey market insights and investment perspectives to internal and external stakeholders.
• Deep commitment to teamwork and collaboration.
• Proven track record in discretionary portfolio management and multi-asset strategy implementation.
• CH / EU nationality and Swiss residency required.