Private Client Investment & Portfolio Specialist

About the role

This position combines discretionary portfolio management with regular interaction with Private Bankers, Investment Advisors and private clients for an international private bank based in Monaco.

Key responsibilities

• Manage client portfolios, contributing to asset allocation discussions, investment ideas and portfolio strategy.
• Prepare portfolio reviews, investment reports and client presentations, analysing performance, market developments and risk indicators.

Required profile

• 3 to 5 years of experience in portfolio management, investment advisory or a comparable investment‑focused role within private banking, wealth management or asset management.
• Fluent in French and English, holding a Master’s degree in Finance, Economics or a related discipline.

Required skills

• Strong command of Excel and PowerPoint.
• Good knowledge of equities, fixed income, funds and other investment solutions.

What we offer

• Access to a global platform’s resources, investment expertise and product capabilities.
• Attractive compensation package and long‑term career opportunities within an international organisation.