Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

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.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.