20 annunci per il ruolo di portfolio manager - zürich (recruiting in corso)

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- Microsoft Excel
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- 100%
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Revenue Manager
Marriott International, Inc —Zurigo, ZH
- CHF 6’000 al mese
- 100%
- Remoto
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- Inglese
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ABB Installációs Készülékek Kft. —Uster, ZH
- 100%
- Inglese
- Master
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9 giorni
Asset- und Portfolio-Manager, 80-100% (w/m/d)
Crowdhouse AG —Zurigo, ZH
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- Microsoft Excel
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Senior Manager European Initiatives
Universität Zürich —Zurigo, ZH
- 100%
- Inglese
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- 100%
- Gestionale
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- CHF 170’000 - CHF 201’000 all'anno
- 100%
- Bachelor
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LumApps —Zurigo, ZH
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Visa Europe Services LLC —Zurigo, ZH
- 100%
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Mettler Toledo —Urdorf, ZH
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Head of IT Service & Portfolio Management (f/m/d) 100%
Burckhardt Compression AG —Winterthur, ZH
- 100%
- Gestionale
- Inglese
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Junior Relationship Manager Affluent Desk

BBVA -
Zurigo, ZH

Candidati adesso

Dettagli della posizione

100% | Orario di lavoro: 90-100%

Qualifiche

Spagnolo
Microsoft Excel
Microsoft Outlook
Conoscenza lingue straniere
Inglese
Microsoft Office
Master
Time management

Descrizione completa della posizione

Excited to grow your career?

BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers.

At BBVA we are leading the transformation of banking worldwide, united in pursuing our goal of supporting your drive to go further. Firmly focused on the future, our on-going digital transformation is already producing disruptive innovations that power our vision of banking. Building on 160 years of history we know the importance of constant development, which is why we place so much confidence in the collaborative working environment that enables our people to grow and excel.

For over 50 years, BBVA in Switzerland has been helping clients manage their wealth with a global outlook, Swiss precision, and a philosophy that blends tradition with innovation. From Zurich to the world, we provide tailored solutions for those who value both strategy and trust.

Yet, our greatest strength lies in our people: an international, diverse, and highly skilled team that combines financial expertise with a digital mindset and innovative spirit. Continuous learning, cross-cultural collaboration, and career growth that makes a real impact in our clients’ lives drive everything we do, shaping both the way we work and the opportunities we create for our team.

Joining BBVA in Switzerland means being part of a global bank, working on pioneering projects in private and digital banking, and growing within a culture that listens, evolves, and strives to make a difference.

BBVA is a Spanish bank with its Swiss offices located in Zürich.

About the job:

Main Objective (Job Purpose):

RM: Follow up of the relationship with the client.
Preparation of investment portfolios and rebalancing of portfolios according with the client's investment profile.
Management of administrative work.
Obtaining documentation according to regulation.

Functions (duties and responsibilities):

Management and development of client portfolios.
Preparation of investment portfolios and proposals as well as their presentation to clients.
Attendance at investment fund presentations and regular markets committees.
Follow up of the portfolio’s composition and rebalancing the portfolios.
Sending investment tactical ideas to the clients and monitoring that they are implemented.
Assurance of compliance with local regulations.
Exceptional business trips previous authorization.
Participation in testing of new application and updates - when required.
Management of administrative work of client portfolios.
Revision of reports (overdrafts, maturities, corporate actions, etc.).
Orders execution and customer control (payment of orders operations, clarifications, etc.). Renewal/application of Risk operations: credit lines, loans, guarantees, credit cards.
Commercial follow-up and special campaigns in the area of her/his portfolio.
Management and information of corporate actions that affect her/his portfolio.
Updating customers information.
Management of account closure and openings.
Administrative tasks in account opening and closing process.
Executing transactions and carrying out follow-up's on investments.
Processing operating instructions from clients.

Your profile:

Master Degree in Banking or Finance or equivalent. EFPA would be an advantage.
At least 4 years of relevant experience in Private Banking industry.
Willingness and ability to work against deadlines with the highest degree of accuracy.
Combine persuasive social and problem solving skills with a high service orientation, discipline and high quality mind-set.
Highly self-motivated, open-minded, quick learner.
Excellent time management.
Reliable team player with sense of responsibility and the ability to adapt to changing demands.
Ability to work efficiently under pressure and multiple priorities.
Proficient knowledge of the MS Office package (especially excel).
Fluent in Spanish and English, (other languages are a plus).

Skills:

Banking, Customer Empathy, English Language, Learning Quickly, Prioritization, Problem Solving, Spanish Language, Time Management

Candidati adesso

Perfeziona la tua ricerca

portfolio manager offerte - zürich

Junior Relationship Manager Affluent Desk

Senior Manager Market Research (m/f/x)

Marketing & Communications Manager

Portfolio Development Manager – Premium Spirits (m/w/d)

Global Brand Manager

IT Project Manager & PMO Specialist (80-100%)

VIE - Junior Product Cost Manager (f/m/d)

VIE - Junior Project Engineering Manager / Junior Product Manager (f/m/d)

General Manager

Revenue Manager

Regional Demand Planning Manager

Asset- und Portfolio-Manager, 80-100% (w/m/d)

Category Manager for Pharmaceuticals (a) 80-100%

Senior Manager European Initiatives

Business Segment Manager Data Center

Senior Manager, Clinical Operations - FSP Resource & Vendor Management

Customer Success Manager, FR speaking

Consulting Project Manager

Market Manager (Sales)

Head of IT Service & Portfolio Management (f/m/d) 100%

Voglio ricevere gli ultimi avvisi Job Alert per il ruolo di portfolio manager nella seguente località: zürich

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Voglio ricevere gli ultimi avvisi Job Alert per il ruolo di portfolio manager nella seguente località: zürich