Client Advisor (Portfolio Manager and Client Account Manager)

​Role and Responsibilities:

• Portfolio and Account Management

• Engage in all stages of the client lifecycle, including onboarding, portfolio construction, portfolio monitoring and reporting, client communication, client file administration etc., and relationship termination.

• Manage Advisory, Execution Only, and Discretionary (when appropriate) portfolios

• Responsible for supervising all trades and instructions (Type 1 or Type 9) related to covered portfolios, also ensuring their proper execution

• Implement investment strategies based on client’s risk profile, portfolio mandate and investment guidelines decided by the Investment Committee and the CIO

• Continuously monitor and manage asset allocation of client portfolio, and monitor any potential breach

• Responsible for knowing what actions/transactions have occurred in the portfolio and coordinate accordingly with the research team and with the Relationship Manager

• Actively communicate with the client and Senior Relationship Manager as to portfolio positions and actions made

• Participate in, or lead, client meetings/calls to present portfolio status and market environment, including asset allocation and investment ideas

• Prepare call/meeting memo with client for management and administration of clients’ accounts

• Contribution to regular performance and suitability monitoring

• Contribute to the comprehensive team effort to manage the various CIGP in-house accounts

• Collaborate actively with internal stakeholders, including all members of the Wealth Management, RWG, Compliance, Trading & Operations, Accounting & Finance, to precisely identify and address client needs in a comprehensive and efficient manner.

• Client queries

• Monitor client related queries, including investment related and administrative matters, ensuring the delivery of exceptional service to high-net-worth clients.

• Coordinate with the client, the Relationship Manager as well as our Operations and Compliance teams to process client instructions / payments

• Coordinate with the client, the Senior Relationship Manager as well as our Operations and Compliance teams to process client instructions / payments

• Prepare call/meeting memo with client for management and administration of clients’ accounts

• Preferred 2 to 3 years of experience as a portfolio manager working for a Wealth Manager/Family Office or an “investment specialist” within a private bank or External Asset Manager

• Bachelor Degree in Finance, Economics, Engineering or Applied Sciences would be an advantage

• Strong client-focused attitude and capable of working under pressure

• Excellent presentation skills

• IT-proficient, including knowledge of relevant software packages, on-line information systems, front-end management and order-placing systems (Excel, Word, PowerPoint, Adobe, Bloomberg, etc.)

• Proven team player but also able to work on one’s own

• Fluent in English, both written and spoken. French and/or Russian will be an added advantage