Job type:

Permanent

Emp type:

Full-time

Industry:

Private Banking & Wealth Management

Expertise:

Private Banking & Wealth Management

Skills:

Portfolio Management

Investment Advisory

Investment Analysis

Transaction Processing

Trade Execution

Wealth Management Planning

Location:

Luxembourg Office

Job published:

14-04-2023

Job ID:

33133

Job Description

Portfolio Manager

New Position

Our client, an International Private Banking & Wealth Management Multi-Family Office looking to hire a Portfolio Manager.

He/she is responsible for providing portfolio management services for a team of Private Bankers and their clients across their European markets.

Why should you choose this position?

Join one of the largest Multi-Family Offices and their dynamic team in Luxembourg

Stable company, pleasant working environment, good team atmosphere

Client relationship and consulting experience

City Central location - Luxembourg

Attractive position with clear career development... potential

Good work-life balance

Your main duties and responsibilities :

The candidate should be an investment professional with a solid experience in investment advisory and/or portfolio management coupled with regular client interactions.

Analyze the financial markets as well as all the day-to-day financial news

Develop and propose sector, and regional asset allocations according to an asset class

Be in charge of sector coverage and the selection of securities that are part of it

Be responsible for placing orders directly online via email or via the trading room by telephone or via Bloomberg

Ensure that the portfolios comply with the strategic and tactical allocation validated by the investment committee

Daily monitoring of the risk and performance of your portfolios

Write management reports and market commentaries for various internal and external publications

Monitoring of external fund solicitations and discussions with sales and comparing their products with our list of funds

Update of various databases for our information systems

Creation of client reporting, portfolio consolidation, editing and sending of client invoices, cost & charge reporting

Monitoring of MiFID developments on the part of portfolio management, ESG etc...

The successful candidate needs a very good knowledge and understanding of financial instruments (funds, ETFs, structured products, bonds & shares) as well as an excellent command of IT tools, Excel PowerPoint Bloomberg, VBA coding for automation and partner bank platforms.

Education & Qualifications:

University degree in Finance, Economy or Business Administration

CFA, MBA degree or other advanced degree is a plus

Experience, skills and competencies required:

3 years of experience minimum in Advisory, Discretionary Portfolio Management or Asset Management in a multi-asset context

Passionate about financial markets

Client Focused

Very good generalist knowledge of all asset classes and financial instruments

Proactive attitude with the ability to demonstrate initiative

Team player

Capable of working under pressure and efficiently prioritizing tasks

English and French (excellent written and oral skills) is mandatory, additional languages would be an asset

Please apply by sending your CV, or contacting m[email protected] to be considered in this process.

Your application will be treated with the utmost discretion.

We take your privacy as our utmost concern and we manage your data with the highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.

We are an equal-opportunity recruitment firm and welcome candidates from all backgrounds to apply
Luxembourg

Salary Criteria