The main mission of the Discretionary Portfolio Management (DPM) desk in to manage the portfolio of clients whom delegate to the bank the management of their assets. It provides high-end DPM services to wealthy, sophisticated and demanding private clients. The team services clients from different BNP Paribas Wealth Management (WM) entities (Switzerland, Luxembourg, Monaco, and Germany)

The main mission of the DPM senior officer is to support the DPM operations from Switzerland and Luxembourg hubs, namely:

• Assuring the management of the portfolios under DPM mandate according to the investment policies and procedures
• Adapting, applying and controlling the investment policies
• Servicing and client reporting

Your Main Activities Are

• Transpose portfolio manager’s orders to systems, making sure they are executed according to the procedures in place
• Provide support in the activities related to portfolio management: manage administrative tasks, update databases and manage cash accounts and payment instructions, manage operations linked to the update of client’s investment profiles
• Guarantee the application of the investment policies and the respect of the investment universe.
• Contribute to keep the databases that monitor DPM activities up-to-date
• Prepare reports to clients on the performance of their portfolios
• Prepare investment proposals to be presented to clients
• Contribute to enhance operational efficiency and to continuously improve DPM activities
• Take active part in DPM investment strategy definition, by participating in DPM committees

Profile and Skills to Success

• +5 years of experience in a similar position
• Bachelor or Master’s degree in Finance or equivalent
• Knowledge of financial instruments and investment services
• Specific knowledge on cross-asset portfolio management strongly valued
• Excellent knowledge in Microsoft office tools, in particular Excel and Access
• VBA coding capabilities are a strong plus
• Excellent communication skills, verbal, written and listening in English. French is a strong plus
• Strong interpersonal and analytical skills
• Strong analysis capacity, rigor and accuracy, dynamism, autonomy, organization and responsibility
• Highly oriented to results
• Capacity to synthetize / 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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Why joining BNP Paribas?

· Leading banking institution

BNP Paribas is a leader in the Eurozone, and a prominent international banking institution with strong roots in Europe's banking history. It has a presence in 72 countries, with around 200 000 Employees – including more than 150 000 in Europe.

 · Our presence in Portugal

 Since 1985, BNP Paribas was one of the first foreign banks to operate in the country. Today, the Group has around 6.500 employees across several entities operating   directly in the territory, offering a wide range of integrated financial solutions to support its clients and their businesses.