Senior Portfolio Manager recruitment
Role Purpose:
As part of Coutts Co sustained strategy of growth, we are now looking for an exceptional Portfolio Investment Advisor, to be based in our Zurich office, who can proactively service UHNW clients by providing first class investment advice and portfolio management services on an advisory or discretionary level to private clients of the Bank. The combination of the RBS and Coutts brands means that we are able to deliver heritage and quality client service with a truly global reach.
Key Accountabilities:
Required Experience:
- University education plus professional qualification ie CFA, CFPI, CIIA etc.
- Proven experience of working as an investment advisor (5-10 years).
- Track record of working with UK domiciled clients.
- Experience of managing portfolios in the UK for UK clients preferable.
- Excellent knowledge about financial markets and different asset classes.
- Good understanding of portfolio management with the technical expertise and ability to discuss a broad spectrum of asset classes in a credible manner.
- Excellent English a must, other languages highly desirable (ie Russian or Ukrainian highly desirable).
- Excellent communication and proven client management skills with the ability to express complex ideas in a clear and comprehensive manner.
- Proactive, ‘can-do’ approach- capable of working with strategic thought and action.
- Able to demonstrate a genuine result for delivering top quality results and customer care.
- Ability to work in an entrepreneurial, delivery-focused, driven manner
Why attractive:
- Possibility to take responsibility and work independently
- Powerful team spirit and attractive working atmosphere
- Competitive compensation
December 21, 2010
• Tags: Private Banking, Senior Portfolio Manager recruitment, Wealth Management careers in the Switzerland • Posted in: Financial