Senior Portfolio Manager
Role Summary
As a Portfolio Manager within the Zone Centre, you support Private Banking clients in building and managing their portfolios, either in discretionary management or advisory management. You translate ING's investment strategy into personalized solutions, tailored to each client's profile, objectives and needs.
A trusted partner to both the client and the Private Banker, you combine investment expertise, relationship quality and commercial sense to develop lasting relationships and contribute to the growth of Private Banking in the Zone Centre.
A Day in the Life of a Portfolio Manager
•You personally support Zone Centre clients in defining, implementing and monitoring their investment strategy, taking into account their objectives, risk profile, investment horizon and specific needs.
•In discretionary management, you are responsible for portfolio monitoring and ensure the proper translation of the Investment Office's investment strategy and instrument selection, in line with the client's mandate and ING's management framework.
•In advisory management, you formulate personalized recommendations, support the client in their investment decisions and follow up on their implementation.
•You monitor financial markets, the macroeconomic environment and the Investment Office's convictions. You translate these elements, as well as portfolio performance and its main drivers, into a clear, relevant and personalized narrative for each client.
•You build a lasting relationship of trust through regular, quality contacts. You explain investment decisions, answer client questions and stay attentive to changes in their situation, expectations and wealth.
•You work in tandem with the Private Bankers of the Zone Centre to offer a comprehensive and consistent approach. You identify needs and opportunities, contribute to developing existing relationships and participate in converting prospects into Private Banking clients.
•You actively collaborate with the Investment Office, other Portfolio Managers and various stakeholders to continuously improve the investment proposition and client experience.
How to Succeed
We recruit people for their potential. Our main expectation is that you remain curious, keep learning and fully take ownership of your responsibilities. In return, we will support your professional development.
As a Portfolio Manager, you succeed when:
•You combine solid knowledge of financial markets, macroeconomics, portfolio construction and risk management with a real ability to make these topics accessible to clients.
•You manage portfolios rigorously, respecting the client's profile, mandate, diversification rules and applicable internal policies.
•You analyze performance and risk in a structured way and translate them into clear, personalized and relevant explanations for the client.
•You develop relationships of trust through your availability, listening skills and quality of communication.
•You combine investment expertise and commercial sense to strengthen existing relationships, identify new needs and support the acquisition of new clients and capital in the Zone Centre.
•You work effectively in tandem with Private Bankers and build strong relationships with various stakeholders within and outside Private Banking.
•You show openness to changes in markets, client needs, investment solutions and digital tools.
As a Portfolio Manager, you will have the opportunity to:
•Support some of the bank's wealthiest private clients and build long-term trusted relationships with them.
•Combine investment expertise, personalized support and commercial development in a role offering great autonomy.
•Closely follow economic, geopolitical, financial and technological developments and understand their concrete impact on client portfolios.
•Further develop your portfolio management expertise, relationship skills and commercial impact.
•Actively contribute to the evolution of the investment proposition and the experience offered to Private Banking clients.
•Evolve within an experienced and collaborative team, whose members share their expertise and act as thinking partners.
The Team
You join ING Private Banking's Portfolio Management team, which supports clients in managing their investments, in both discretionary and advisory management.
You will be mainly active within the Zone Centre and will work in tandem with the Private Bankers of the zone. You will also work closely with other Portfolio Managers, Investment Office specialists and various Private Banking stakeholders.
Collaboration and continuity of service are essential. You contribute to the collective functioning of the team and ensure, when necessary, continuity of the relationship and portfolio monitoring in collaboration with your colleagues.
