Portfolio Manager - Belgique, België - Morgan Philips Executive Search

    Morgan Philips Executive Search
    Morgan Philips Executive Search Belgique, België

    3 weken geleden

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    Permanent
    Beschrijving
    Our client, a private bank specializing in wealth management, is currently looking for a Portfolio manager for its sales department.

    Key Responsibilities:
    • 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.
    Required Skills:
    • 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.
    Additional Information:
    • 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.

    If you meet the above profile and wish to apply, please submit your application, which will be handled with the utmost confidentiality.