Client Portfolio Manager for Discretionary Mandates

TL;DR

Client Portfolio Manager for Discretionary Mandates (Finance): Act as first entry point and expert for hirify.global’s discretionary portfolio management offerings within Private Clients, supporting relationship managers with multi-asset solutions and custom mandates. Focus on preparing investment proposals, delivering macro views and performance analysis, running client meetings, and owning special mandates.

Location: Zürich, Gotthardstrasse 43 (onsite)

Company

Majority family-owned and publicly listed global investment firm headquartered in Zurich with 2,300+ professionals across 25+ locations.

What you will do

• Act as expert for discretionary mandates, supporting relationship managers in proposing standard or custom solutions
• Interact with relationship managers and clients on macro views, portfolio positioning, performance, and management
• Prepare investment proposals and pitches, run client meetings including for French-speaking Switzerland
• Join internal and client events as discretionary mandates specialist
• Prepare monthly performance updates for Portfolio Managers
• Own dedicated special mandates in close collaboration with portfolio managers

Requirements

• University degree in finance and at least 5 years experience in financial industry focused on advising clients on investment solutions
• Excellent knowledge of financial markets, instruments, portfolio management, and investments
• Excellent communication in French, German, English (must); strong client presentation skills
• Strong analytical skills, team player, proactive with ownership of multiple tasks
• Knowledge of programming languages as valuable asset

Culture & Benefits

• Top Zurich location with collaboration spaces, rooftop terraces, and free lunch
• Friendly, diverse team in open-office space
• Latest technology, agile environment, flat hierarchy, and collaborative spirit