TL;DR

Product Manager Portfolio Advice Intelligence (Fintech): Deeply understanding clients' investment advice needs and supporting client advisors with personalized proposals, with an accent on enabling smooth client transitions and evolving portfolio optimization methods. Focus on acting as a product specialist within an agile team, collaborating with engineering, and ensuring product quality and compliance for an enhanced client base.

Location: Onsite in Zürich, Switzerland

Company

%hirify_global% is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland, operating in over 50 markets.

What you will do

Deeply understand client needs for investment advice and support client advisors with personalized investment proposals.
Work jointly with the central team to enable a smooth transition of Credit Suisse clients to %hirify_global%.
Engage closely with methodology specialists to evolve portfolio optimization methods in line with client and client advisor needs.
Act as product specialist within an agile team, participating in agile ceremonies and collaborating with engineering colleagues to deliver the product.
Ensure the quality and compliance of the product, including stability, performance, and maintainability for the enhanced client base.

Requirements

Working in agile environments with a strong understanding of agile delivery frameworks and product management.
Delivery of complex banking products to clients, ideally in investing and related products including OTC, structured products, and ETFs.
2-5 years’ experience in the financial industry and in (agile) project management.
A bachelor’s or master’s degree in finance, business administration, economics, or similar professional education.
Team player with an enthusiastic and proactive personality, a true agile mindset, and strong analytical and problem-solving skills.
English: Fluent English required.

Nice to have

German language skills are a plus.

Culture & Benefits

Agile delivery model fostering responsiveness, adaptability, and innovation.
Collaborative environment with a focus on teamwork and shared success.
Opportunities for growth and professional development within an inclusive culture.
Flexible working options when possible.
Commitment to disability inclusion and support for reasonable accommodation/adjustments.

Hiring process

You may be requested to complete one or more assessments during the application process.