Investec Bank Switzerland AG

Role Description

Role: Senior Portfolio Manager – Multi Asset Class

Reporting to: Chief Investment Officer, Investec Bank Switzerland AG

Team: Investec Investment Management

Principal Role

As a Multi-Asset Portfolio Manager within a Swiss Private Bank, you will be responsible for managing discretionary and advisory portfolios across a broad range of asset classes, tailored to ultra-high-net-worth individuals (UHNWIs), and institutional clients. You will play a key role in portfolio construction, asset allocation, risk management, and investment strategy implementation, aligning with the bank’s investment views and clients’ objectives.

Key Responsibilities

• Portfolio Management: Construct, manage, and monitor multi-asset portfolios including equities, fixed income, alternatives, cash, and structured products, ensuring alignment with client mandates and risk profiles
• Asset Allocation: Implement both strategic and tactical asset allocation strategies, reflecting the house view and macroeconomic outlook
• Client Advisory Support: Collaborate with relationship managers to understand client objectives, present investment proposals, and contribute to client meetings as the investment expert
• Research & Market Monitoring: Stay abreast of market developments, economic trends, and geopolitical events to identify opportunities and risks
• Product Selection & Due Diligence: Select and monitor third-party and in-house investment products, including funds, ETFs, and alternatives, ensuring suitability and performance.
• Compliance & Reporting: Ensure portfolios adhere to regulatory requirements, internal guidelines, and client mandates. Provide regular performance and risk reporting
• Collaboration: Work closely with the investment committee, CIO office, research teams, and other internal stakeholders to integrate house views into portfolio strategies

Additional Responsibilities

• Use in-depth qualitative and quantitative research practices to develop and communicate investment ideas
• Maintain a working knowledge of the universe of securities
• Differentiate between attractive and unattractive investment opportunities and communicate those ideas to the Investment Managers
• Participate in local and international investment meetings and Investment Forums
• Represent and communicate Investec’s research process and its current messages to stakeholders
• Contribute to the efficient functioning of the Research team, accepting ad-hoc tasks and responsibilities as necessary
• Assist in all aspects of discretionary portfolio management and take initiative for improving the quality of investment and service offering of Investec
• Lead or participate in projects, technology enhancements, and improvements to the delivery of Investec’s wealth management offering

Core Skills and Knowledge

• University degree in Finance, Economics, or a related field; CFA, CAIA, or similar certification preferred
• Minimum 10 years of experience in portfolio management or investment advisory, with a strong background in multi-asset investing
• Deep understanding of financial instruments, portfolio construction, and risk management
• Familiarity with the Swiss private banking environment, regulatory landscape, and client expectations
• Strong analytical, presentation, and communication skills
• Fluent in English; proficiency in German, French, or Italian is a plus

Accountabilities

• Ensure that related activities are conducted in accordance with the rules, guidelines, and expectations of the regulator
• Ensure that business is aligned to the Investec values

Note: CVs and data will be managed, processed, and stored in the UK. By applying, you, as the candidate, agree to this.