Your next challenge:
- Construct and manage discretionary multi-asset portfolios in line with clients’ objectives, risk profiles, and the bank’s investment strategy including proactive monitoring, rebalancing, performance analysis, and tactical adjustments.
- Prepare and deliver portfolio reviews and investment rationale in client meetings, working closely with relationship managers to support client retention and new business.
- Oversee the operational integrity of DPM mandates: coordinate trade execution, cash management, settlements, reconciliations, and ensure accurate portfolio data and reporting across systems.
- Maintain accurate documentation and ensure all mandates adhere to fiduciary obligations, regulatory standards, and internal risk frameworks.
- Drive process improvements that strengthen efficiency, reduce operational risk, and support scalable growth of the DPM platform.
- Collaborate with colleagues across Geneva and Zurich on strategic projects, transformation initiatives, and product development.