Strategic Portfolio Manager

il y a 7 jours

Paris, Île-de-France SGS Société Générale de Surveillance SA Temps plein

Socièté Générale de Surveillance SA has a rich history of over 200 years, providing expert wealth planning advice and investment strategies to individuals, families, entrepreneurs, trusts, and charities. Our experienced team helps clients simplify life's financial challenges by offering a personal and holistic approach to wealth management.

We prioritize creating strong relationships based on trust, service, and expertise. Our goal is to be a leading responsible bank for client service and expertise, serving our clients, colleagues, the community, and the climate. We support our clients in building sustainable legacies, promote diversity and inclusion among our colleagues, make a positive social impact in our community, and champion climate action by reducing our carbon footprint.

The Strategic Portfolio Manager will work closely with Client Relationship Managers (CRMs) and Wealth Planners (WPs) to provide investment solutions (Discretionary (DPM) and Advisory (ADV)) to clients and prospects. This role involves managing investment accounts (DPM and ADV) in line with client mandate/restrictions, group investment policy, and regulations.

Key Responsibilities
  • Ensure portfolios are managed in line with client mandate/restrictions, Socièté Générale de Surveillance SA policy, and that strategy changes are implemented promptly with agreed bookbuilds.
  • Efficiently execute trades.
  • Understand client/regulatory restrictions and tax position and manage portfolios accordingly.
  • Contribute to efficiency and simplification through ongoing collaboration with the Portfolio Implementation Team.
Investment Performance Contributions
  • Contribute ideas to deliver investment performance via asset class specialist groups, huddles, or other forums.
  • Write up briefing notes on any investment ideas, share them around the team, and collaborate with peers across the group when applicable.
Business Development
  • Promote the full product range available in Socièté Générale de Surveillance SA within client expectations, based on their market knowledge.
  • Work closely with CRMs and provide clients with specific allocation and products in line with i) the client risk profile, ii) the Socièté Générale de Surveillance SA investment strategy, and iii) the local regulation.
  • Present the bank offer internally and externally as required.
  • Provide input into the design and content of marketing materials.
Operating Risk and Regulatory Responsibilities
  • Complete ongoing Continual Professional Development (CPD) to maintain a valid Statement of Professional Standing (SPS) from a professional body.
  • Ensure full compliance with relevant regulation when managing funds.
  • Perform all duties in line with Socièté Générale de Surveillance SA procedures.
  • Comply with relevant jurisdiction regulation and always treat customers fairly.
  • Engage positively with the Client Solutions Group Risk and Oversight team in their checks and controls, Peer Reviews, etc.
Client Communication
  • Perform review meetings with clients explaining portfolio performance and Socièté Générale de Surveillance SA strategy.
  • Contribute to written client materials as required.
  • Answer ad-hoc client queries as required.
  • Provide advice to clients on their portfolios based upon Socièté Générale de Surveillance SA Strategy.

The employee must know and comply with the regulations, rules, and procedures, internal and external applicable in the context of its function and follow the compulsory training. Perform all duties in accordance with the principles outlined in the Socièté Générale de Surveillance SA Code of Conduct, as well as the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that treats clients fairly and focuses on the long-term sustainability of client relationships.

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