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Portfolio Manager - position based in Zurich or Geneva

Banque Internationale a Luxembourg SA Zurich, Switzerland
Posted 1 day ago Permanent Competitive

Portfolio Manager - position based in Zurich or Geneva

Banque Internationale a Luxembourg SA Zurich, Switzerland
Portfolio Manager - position based in Zurich or Geneva
Banque Internationale à Luxembourg (Suisse) SA (BIL Suisse) is a fully owned subsidiary of Banque Internationale à Luxembourg SA (BIL), the oldest private bank in the Grand Duchy. BIL Suisse is a boutique bank providing innovative wealth solutions for internationally active entrepreneurs and families, with offices in Zurich, Geneva and Lugano. The organizational structure is designed to foster quick and agile decision-making, with streamlined reporting channels. This empowers BIL Suisse to provide clients with cutting-edge solutions tailored to their evolving requirements.

As a Portfolio Manager, you will be responsible for managingdiscretionary portfolios for private banking clients and translating investmentviews into portfolio decisions. You will work closely with RelationshipManagers and Investment Solutions colleagues to deliver high-quality andclient-focused investment solutions, with the opportunity to the development ofour Swiss investment offering.

Your Role

  • Manage discretionary portfolios across different asset classes, currencies and risk profiles in line with client mandates and investment guidelines.
  • Implement strategic and tactical asset allocation decisions based on the bank's investment views.
  • Monitor portfolio performance, risk exposures and investment suitability, ensuring disciplined portfolio construction.
  • Identify and evaluate investment opportunities across a broad range of investment products and asset classes.
  • Support Relationship Managers with portfolio reviews, investment proposals and client presentations.
  • Participate in client meetings and communicate investment strategies and recommendations in a clear and compelling manner.
  • Contribute to the development and enhancement of our discretionary portfolio management offering and investment processes.
  • Ensure compliance with regulatory requirements, internal policies and investment governance standards.

Your Profile
  • University degree in Finance, Economics, Business Administration or a related field. CFA, CAIA or equivalent professional qualification is an advantage.
  • Minimum 5 years of relevant experience in discretionary portfolio management, investment management or a similar private banking investment role.
  • Solid understanding of financial markets, asset allocation, portfolio construction and investment risk management.
  • Experience managing or supporting diversified multi-asset portfolios for private banking clients.
  • Familiarity with Swiss regulatory requirements and the investment needs of international private banking clients.
  • Strong analytical skills combined with sound investment judgement and commercial awareness.
  • Excellent communication and presentation skills, with the ability to interact credibly with clients and colleagues.
  • Collaborative, proactive and solution-oriented mindset with a strong sense of ownership and accountability.
  • Proficiency in data analysis tools (e.g. Power BI or similar). Working knowledge of Avaloq portfolio management system is considered a strong advantage.
  • Fluency in English is required; German and/or French are considered an asset.

This presents an exciting opportunity to become a part of our team in Switzerland and play a pivotal role in the expansion of our bank. If you are a motivated individual with a deep-seated enthusiasm for the financial sector and possess the necessary skills and qualifications, we invite you to submit your application.BIL is firmly of the opinion that diversity & inclusion contribute towards increasing the collective performance of the Bank. We are committed to creating a culture of inclusion that encourages individual development with equal opportunities for all.
Job ID  req1189
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