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Portfolio Manager - Global DPM Premium Clients (Ref. 1291)

Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investment advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy.
J. Safra Sarasin’s most valuable capital is its employees. They are essential to the success of the organisation, now and in the future. Their technical expertise, professional qualifications and social skills are highly valued by the Group’s clients, management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide.
Division
Asset Management & Institutional Clients
Function/Position
Portfolio Manager - Global DPM Premium Clients (Ref. 1291)
Location
Basel
Function/Position objectives
In this position you are responsible for the management of sustainable discretionary private banking mandates worldwide. Furthermore you enable, support and advise our client advisors by acquisitions and performance reviews.
Responsibilities
  • Portfolio manager for sustainable multi-asset mandates, in particular for premium mandates
  • Contribute to project on a state-of-art Sustainable client reporting, demonstrate  know-how in sustainable investing by further improving the offering and sales story.
  • Participate in client meetings and after-sales performance reviews and create investment proposals (and RfPs)
  • Support sales initiatives across the bank and promote discretionary portfolio solutions
  • Responsible for BVG / LPP mandates and their compliance
  • Manage daily Avaloq tasks, premium client reporting and project work including some administrative tasks
  • Support senior PMs and PM of the JSS Global Dividend Fund
Profiles
  • Master’s university degree in a relevant field and/or education in business or finance. Higher financial education (CFA/AZEK) would be advantageous
  • Several years experience in portfolio management and sales for PB clients
  • Know-how in sustainability and high interest in portfolio construction, familiar with various asset classes and keen interest in financial markets
  • Strong client orientation, very good communication and presentation skills; excellent verbal and written skills in German and English, French an asset.
  • Solution-oriented team player with a flair for projects.
  • Profound IT-affinity, in particular MS Office. Bloomberg and Avaloq would be a plus.
  • Work very exactly, efficiently and independently on client affaires incl. some administrative tasks
Activity rate
100%
Please send your application to:
Only direct applications will be considered.