Client Portfolio Manager Private Clients

Client Portfolio Manager Private Clients

Candriam

Brussels, Belgium

Function

The Client Portfolio Manager Private Clients is the expert in the investment solutions range and the investment strategy of the Private Banking mandates managed by Candriam. He/she has detailed knowledge of the current product range of the various investment solutions and, as an investment expert, communicates about the strategy implemented by the existing discretionary portfolios and funds. In addition, the Client Portfolio Manager gives commercial presentations in the Private Banking network, both internally and to end clients, and assists the Private Banker as necessary during meetings with discretionary clients.

Tasks

  • You manage the content of a specialised Extranet for Private Banking, which provides commercial and technical support for the Private Banker. You automate and optimise the existing supporting documentation;
  • You write weekly newsletters covering the investment strategy and positioning of the various discretionary mandates managed by Candriam;
  • You write monthly and quarterly commentaries on the macro-economic situation and the investment strategy pursued by the various discretionary mandates managed by Candriam;
  • You give presentations, in person and via conference and video calls, within the Private Banking network (strategy update, market analysis, training courses, Board of Directors) and for end clients (portfolio evaluation);
  • You keep the Private Banker informed about our vision and positioning, in Special Reports and/or webinars/videos, when specific market events occur;
  • When necessary, you provide back-up for colleagues specialising in multi-asset solutions.

Profile

Qualifications & Experience

  • You hold a Bachelor’s degree as a minimum, but ideally a Master’s with a financial focus;
  • You have at least 5 years’ experience in a specialised communication role, ideally for asset management, or journalism;
  • You have an in-depth understanding of the financial markets (equities, bonds, options etc.) and a sound knowledge of macroeconomics;

Technical knowledge

  • You have practical knowledge of MS Office (Word, Excel & PowerPoint); knowledge of VBA Excel would be an advantage;
  • You are familiar with FactSet/Bloomberg/Morningstar;
  • You speak fluent French and English and have a good knowledge of Dutch. Knowledge of other languages would be an added advantage;
  • You possess exceptional writing skills in French and English;
  • You have excellent communication and presentation skills.

Character and qualities

  • You have a fascination for the financial markets;
  • You are commercially minded, with a strong affinity for financial marketing;
  • You are able to work under pressure and are results-focused;
  • You combine business acumen with practical technological skills;
  • You are able to think ahead and organise yourself to meet tight deadlines;
  • You are client-focused and pay attention to detail;
  • You enjoy working in a very dynamic environment.

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© EuroJobsites 2019

EuroJobsites is a UK registered company number: 4694396 VAT number: GB 880 9055 04

Registered address: EuroJobsites Ltd, Unit 8, Kingsmill Business Park, Kingston Upon Thames, London, KT1 3GZ, United Kingdom

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