Senior (advisory) Portfolio Manager HNWI

Brussels Permanent

Updated on 08/09/2021

  • Pan European Asset Manager
  • Senior position for HNWI

About Our Client

Pan European Asset manager

Job Description

The responsabilities will be the following:

  • Develop and maintain an understanding and relationship with UHNWI clients in accordance with their expectations, experience and investment profile
  • Enhance the team's skills set
  • Provide additional insight on core competencies
  • Compile and manage private-client portfolios
  • Apply the group strategy to all portfolios under your responsibility at local level.
  • Ensure that all portfolios under your responsibility (directly or as back-up) comply with strategy guidelines
  • Ensure that client mandates are well documented and managed ethically and in compliance with the specific constraints governing the different mandates
  • Guarantee business continuity come what may
  • Provide technical and sales support to clients and to Sales & Marketing team to help them win new mandates from private clients
  • Provide all requisite communications and reporting on portfolio performance and investment strategy to clients in your account
  • Develop and enhance targeted projects

The Successful Applicant

To be eligible for this role, you should demonstrate:

  • 7-10 years' experience in financial management, private banking as a portfolio manager for HNWI
  • First-class knowledge and solid understanding of markets and financial instruments
  • Master's degree
  • Postgraduate specialisation such as CFA certification (preferably) or intention to obtain such certification
  • Fluent in Duch and English, French is a plus
  • First-class communicator and presenter
  • A team player, you enjoy working with others
  • Organised and methodical with ability to perform under stress

What's on Offer

Our client offers a competitive salary with a wide range of benefits

Lorraine le Pomellec
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Job summary

Contract Type
Consultant name
Lorraine le Pomellec
Job Reference

PageGroup is an equal opportunity employer committed to workforce diversity, both as an employer as well as a recruitment service provider. Each recruitment decision we make for people we hire and people we place into new roles is based solely on the candidates’ knowledge, experience and skills.