Client Portfolio Manager (AI)

Location: Zürich, Switzerland — Gotthardstrasse 43

Company

hirify.global is a family-owned and publicly listed investment company with more than 2,000 professionals across 28 locations, headquartered in Zurich.

What you will do

• Act as the first point of contact and subject-matter expert for discretionary portfolio management offerings within Private Clients.
• Support relationship managers in proposing standard and custom multi-asset mandates.
• Advise on macro views, portfolio positioning, performance development, portfolio management, and investment instruments.
• Prepare investment proposals and pitches and participate in client meetings, including for the French-speaking part of Switzerland.
• Prepare monthly performance updates and take ownership of dedicated special mandates in collaboration with portfolio managers.
• Represent discretionary mandates at internal and client events.

Requirements

• University degree in finance and at least 5 years of financial industry experience focused on advising clients on investment solutions.
• Excellent knowledge of financial markets, financial instruments, portfolio management, and investments.
• French, German, and English are required.
• Strong analytical, presentation, written, verbal communication, and client relationship skills.
• Ability to adapt communication to different audiences, channels, and formats, from one-to-one meetings to keynote speeches.
• Proactive, independent, flexible, open-minded, and ownership-oriented approach.

Nice to have

• Knowledge of one or more programming languages.
• Affinity for Artificial Intelligence and willingness to use AI-enabled tools and ways of working.

Culture & Benefits

• Central Zurich location with collaboration spaces, rooftop terraces, and free lunch.
• Friendly and diverse team in an open-office environment.
• Access to modern technology and an agile way of working.
• Flat hierarchy, collaboration across levels, and a collaborative campus-style atmosphere.