Credit Suisse

Portfolio Manager for Premium & UHNWI Mandates
Geneva and Romandie region

Portfolio Manager

• Act as a trusted advisor for Russian, Israeli, Greek, and UK clients and respective internal RM teams.
• Work together with relationship managers in client acquisition and book development.
• Focus on structuring and managing client portfolios: book of 50 client groups with CHF ~ 400mn AuM generating
CHF 4.5mn revenues and an average margin of 120 bps per client; managed to have ~ 20% of AuM invested in
discretionary solutions. Managed to beat targets by 15% in 2015.
• Advise on and actively trade a wide range of asset classes: fixed income, equities, funds, alternatives, structured
products, FX, IB carve out solutions, etc.). Active use of Strategic Asset Allocation and Model Portfolios to teach
clients about financial basics and build their portfolios.
• Ensure suitability and appropriateness of investments for clients in accordance with internal and external regulations. • Lead sales meetings: general markets’ review, presentation and promotion of new ideas, follow up on sales.

Investment Consultant

13+ years experienced Investment specialist

Alexandre R.

French

English

→ Multi asset classes investment specialist → Excellent interpersonal skills and connections to clients across various regions → Outstanding communication and presentation skills → Sales and service driven personality and work attitude

Alexandre R.

13+ years experienced Investment specialist

€400

Experience

Portfolio Manager

Investment Consultant

Industries, roles and expertise

Industry experience

Role experience