Expert Portfolio Manager for High-Net-Worth Individuals

Há 3 dias


Lisboa, Lisboa, Portugal Phiture Tempo inteiro

Job Overview

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About the Opportunity:

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We are seeking an experienced portfolio manager to join our team at BNP Paribas Wealth Management. As a Discretionary Portfolio Management (DPM) Analyst, you will be responsible for managing the portfolios of high-net-worth individuals, providing expert advice and guidance to ensure their financial goals are met.

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Main Responsibilities

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Your primary duties will include:

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  • Managing discretionary mandates by implementing investment decisions, controlling continuous compliance with defined strategies and asset allocation, and managing cash.">
  • Preparing investment proposals and client reports aimed at end clients and potential investors.">
  • Monitoring DPM risk and performance.">
  • Taking part in ongoing projects related to the automation of servicing activities.">
  • Implementing Portfolio Managers' investment decisions in Front Office systems, ensuring they are executed according to procedures in place.">
  • Controlling and ensuring that clients' portfolios are aligned with the asset allocation defined for the investment strategies.">
  • Preparing investment proposals to be presented to investors.">
  • Preparing reports aimed at monitoring the risk and performance of the DPM activity.">
  • Contributing to keep databases that monitor DPM activities up-to-date.">
  • Contributing to enhance operational efficiency and to continuously improve DPM activities.">
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Requirements

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To succeed in this role, you will need:

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  • Bachelor's degree in Finance, Economics or equivalent.">
  • At least 4 years of experience in a similar role or in other financial roles (financial control, product control, risk, among others).">
  • Knowledge of financial instruments and markets.">
  • Knowledge of cross-asset portfolio management.">
  • Comfortable with tools such as Excel, Access, Power BI, Python and VBA coding.">
  • High interest to develop an expertise in the investment management field.">
  • Fluent in English.">
  • Excellent communication skills.">
  • Strong interpersonal and analytical skills.">
  • Strong analysis capacity, rigor and accuracy, dynamism, autonomy, organization and responsibility.">
  • Highly oriented to results.">
  • Capacity to synthesize/simplify.">
  • Ability to adapt to a fast pace and multi-cultural environment.">
  • Passion, tenacity and resilience in an ever-changing context.">
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What We Offer

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As a valued member of our team, you can expect:

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  • An estimated salary range of $80,000 - $120,000 per year, depending on experience.">
  • A competitive benefits package, including health insurance, retirement plan, and paid time off.">
  • Ongoing training and development opportunities to enhance your skills and knowledge.">
  • The opportunity to work with a global leader in private banking, with a strong presence in Europe, Asia, and the United States.">
  • A dynamic and collaborative work environment, with a focus on innovation and excellence.">
  • The chance to make a real impact on the lives of our clients and contribute to the success of our business.">
  • A commitment to diversity, equity, and inclusion, with a focus on creating a workplace that is welcoming and inclusive for all employees.">
  • A Smart Working framework that offers flexible remote working modalities and a hybrid working environment.">
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Why Choose BNP Paribas?

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BNP Paribas is a leading bank with a strong presence in 63 countries, employing nearly 183,000 people worldwide. We are committed to providing innovative financial solutions to our clients, while fostering a culture of good integration between work and rest. We believe in the importance of promoting a culture of well-being and inclusivity, and we are proud to be an equal opportunity employer.

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About BNP Paribas

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BNP Paribas is the European Union's leading bank, with a rich history dating back to 1848. We have a strong presence in Portugal, with over 8,700 employees across our 10 business entities established in the country. Our group operates in 11 excellence centers, providing value-added services to various countries where we also operate.

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Apply Now

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If you are a motivated and experienced professional looking to take your career to the next level, please submit your application today Only applications submitted in English will be considered.



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