Wealth and Investment Management Specialist

For one of our clients, we are looking for a Wealth Management and Investment Specialist FR / ENG. This is a permanent position at 100%. The role will integrate the Wealth Management Services department responsible for overseeing the management of external managers, monitoring compliance with the policies set by the management bodies, conducting studies in wealth management, managing liquidity in search of counterparties for cash placement, and overseeing wealth management in line with the defined policy. Key responsibilities include monitoring external managers, analyzing and controlling reports related to the custodian bank, managing portfolios, and activities within the management service; leading and monitoring managers; analyzing asset classes; specialized surveillance and reporting to management; and various other ad-hoc tasks related to office management. The ideal candidate will have a Master's degree in Economics or Finance or an equivalent qualification in wealth management and financial analysis (CPFI or CFA), between 5 to 10 years of similar professional experience in the field in Switzerland, knowledge of portfolio management techniques, in-depth knowledge of financial instruments, excellent command of office tools, particularly Excel, good knowledge of SQL, mastery of Bloomberg, and fluency in both spoken and written French and English; proficiency in German is a plus. The candidate should be autonomous, decisive, responsible, capable of analysis and synthesis, have strong writing and communication skills, demonstrate discretion and confidentiality, and ideally reside in Switzerland.Conditions and Benefits: Our client offers a permanent position at 100% within a pleasant, flexible, and professional work environment. jid3cb1607aen jit0206aen jpiy26aen