Client Solutions / Portfolio Manager
- Employment type
- Full-time
- Location
- Rorschach
- Company
- ANKER Capital Management AG, Herrengasse 11, 9400 Rorschach
- First posted
Client Solutions / Portfolio Manager
Client Solutions / Portfolio Manager 80–100% (w/m/d)
Work location: Vaduz, Liechtenstein
Percentage: 80–100%
Start: by arrangement
Arbeitsplatz: Anker Capital Management AG is an FMA-regulated asset manager based in Vaduz. Our focus is on structured AI-supported analysis processes for the long-term management of equity holdings.
We are looking for an entrepreneurial person with a high capacity for learning, who is able to help shape investment solutions and communicate clearly and convincingly to family offices and institutions.
Your task
You build relationships with family offices, entrepreneurial families, wealthy clients, and smaller institutional investors. You understand their investment goals, explain our investment approaches convincingly, and help us to continuously adapt our offering to actual demand.
Your responsibilities
Building and maintaining relationships with family offices, entrepreneurial families, and professional investors; engaging in high-quality conversations with relevant decision-makers; translating our investment capabilities into concrete client solutions; presenting our fund strategies, investment approaches, and product ideas; feeding market feedback back into product development, communication, and offering structure; close cooperation with owners, portfolio management, research, and operations; support with portfolio updates, client documents, and selected fund processes; use of modern AI tools for the preparation of conversations, presentations, and efficient work organization
Your profile
At least 3 years of experience dealing with family offices / UHNW / institutional investors in private banking, wealth management, asset management, investment advisory, relationship management, or portfolio management; confident appearance, high trustworthiness, and enjoyment of sophisticated client conversations; good understanding of capital markets, funds, equities, risk, and long-term asset investment; entrepreneurial way of working, strong initiative, intrinsic motivation with commercial sense; very good German and English skills; AI-first mindset: you naturally use AI for preparation, structuring, and productivity enhancement
We offer
Entrepreneurial role with direct influence on growth, client relationships, and product development; direct cooperation with the owners and short decision-making paths; flat hierarchies, flexible way of working, and focus on results; market-rate fixed salary plus attractive, performance-oriented success participation and long-term participation opportunities; very long-term perspective for candidates who want to build something with us
Please send us your CV and a short description of your previous experience with wealthy clients, family offices, or professional investors. Please also send us a list of examples of how you have used AI for yourself to better support your tasks, especially individuals who actively work with AI tools on their own initiative and want to develop further. jpid2e8b4f8jm jit0730jm jiy26jm
Automatically translated from the original.
Posted 3 weeks ago