Client Investment Specialist (Portfolio Manager)

About the Opportunity

Join a leading private bank, Quintet Private Bank, as a Client Investment Specialist/Portfolio Manager. You will be a trusted investment partner, managing portfolios for high-value clients and translating client needs into personalized investment strategies.

Responsibilities

• Lead investment proposals & portfolio reviews for bespoke clients in discretionary solutions
• Understand clients' needs for bespoke discretionary portfolio management
• Communicate house view to Client Advisors and clients
• Implement investment views and building blocks in portfolios
• Support Client Advisors and drive growth
• Develop and oversee customized DPM solutions

About You

Extensive experience in a similar Investment Specialist/Portfolio Manager role within Financial Services/Wealth Management. Key attributes include attention to detail, client-centric mindset, strong communication skills, collaborative teamwork, and technical expertise in portfolio construction, asset class analysis, financial instruments analysis, and financial markets techniques.

Eligibility

Fluent in English, additional European language skills are advantageous.

Benefits

Join a company that values diversity, equal opportunities, career development, collaboration, and inclusiveness. Grow your career with personalized resources and programs.

About Company

Quintet Private Bank is committed to being the most trusted fiduciary of family wealth, with a focus on personalized service and client satisfaction.