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- Manage a growing portfolio of Dutch-speaking UHNWI clients.
- Demonstrate the ability to manage both discretionary and investment advisory portfolios.
- Ensure operational implementation of the Bank investment strategy in line with clients' needs, objectives, and constraints.
- Tailor investment management to specific client requirements.
- Actively participate in management committees, contributing to decisions on portfolio arbitrages.
- Generate and document investment proposals, including stock and fund analysis.
- Monitor and analyze the relative performance of portfolios.
- Ensure compliance with the Group's investment process, risk control measures, and regulatory requirements.
- Provide active support to bankers:
- Participate in attending meetings with client and prospects.
- Prepare investment strategy presentations for internal and external audiences (clients and prospects).
- Contribute to cross-functional projects.
- Master's degree in finance or a related field.
- At least 5 years of experience in financial management, private banking, asset management. Experience in "diversified" management is essential.
- Strong knowledge of market finance and mastery of financial instruments and current regulations.
- Fluency in Dutch, with excellent command of French and English.
- Strong team player with a client-oriented approach.
- Dynamic, entrepreneurial mindset, open to taking initiative.
- Good communicator, strong written and oral presentation abilities; needs to be persuasive and credible.
- Proactive, organized, and rigorous.
- The ideal candidate will be a highly motivated and experienced individual with a proven track record of success in the financial industry.
- They will be able to work independently and as part of a team and will have excellent communication and interpersonal skills.
- The position offers a competitive salary and benefits package, and the opportunity to work with a leading global investment firm.
Portfolio Manager - Belgique, België - Morgan Philips Executive Search
Beschrijving
Our client, a private bank specializing in wealth management, is currently looking for a Portfolio manager for its sales department.Key Responsibilities:
If you meet the above profile and wish to apply, please submit your application, which will be handled with the utmost confidentiality.