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Client Portfolio Manager

Ramify recrute !

À propos

Ramify is a rapidly growing fintech revolutionizing wealth management through cutting-edge technology and data-driven strategies. Our mission is to redefine premium wealth management for modern investors by offering a fully digital alternative to traditional private banking. We provide a diverse suite of investment solutions, delivering exposure to asset classes including equities, bonds, private equity, private debt, real estate, crypto-assets, structured products, and art—all accessible via an intuitive, fully digital platform.

In 2024, Ramify raised €11M to fuel our ambitious expansion, tripled assets under management, and doubled our client base, reflecting strong market confidence in our vision. Our Ramify team, composed of 20 talented professionals, is seeking driven individuals across all sectors who want to make a significant impact, move fast, and deliver transformative results in wealth management.

Descriptif du poste

About the Customer Portfolio Management (CPM) team

The Ramify Client Portfolio Management team is effectively the public face of the investment business, responsible for client relationship, new product development, business strategy and planning, client communications and the ongoing development of marketing materials. Moreover, team members are responsible for communicating the investment solutions and processes to potential clients, interpreting portfolio performance and analytics for existing clients, and serving as the bridge between our clients and the research team.

In this role, you will:

  • Serve as a product expert on Ramify investment products, offering tailor-made portfolios, with asset classes ranging from Fixed Income to Private Markets

  • Deliver an amazing client experience; no matter what. You will have to explain investment, personal finance and stock trading concepts in a simple, accurate and accessible way

  • Monitor feedback and highlight opportunities with persistent follow-up

  • Identify client solutions/products to market

  • Work with our quantitative investment team (QIS) to develop products

  • Prepare relevant marketing materials

  • Be accountable for meeting or exceeding daily volume targets, interacting with clients each day through multiple channels in a live client support environment

  • Be a key part in monitoring, facilitating and improving operational processes and working with our back-office to deliver an exceptional service to our clients

Profil recherché

We're looking for people who:

  • Want to make a difference. We are a small team effectively reshaping how people look at the industry. We need people who 'get it' and want to play an integral part in helping us accomplish this mission and are persistent in getting the job done

  • Possess a passion, and knowledge in finance + investing. You understand the ins and outs of the wealth management, portfolio management, and more importantly - know how to explain these concepts simply

  • Thrive in client-facing situations. At Ramify, our client always comes first, and we love the thrill of turning a client’s frustration into a great experience

  • Embrace technology and the role it plays in financial services.

Skills we're looking for:

  • Experience advising clients on their wealth, including wealth management experience, private banking or portfolio management

  • High emotional intelligence - ability to relate and empathize with clients and their needs, and the judgement to know how to make the best decisions for our clients

  • Curiosity and resourcefulness - a lifelong learner who's always curious and confident finding the resources you need to get the answer right

  • Flexibility/resiliency - able to adapt to the challenges throughout your day and within your role and remain level-headed

  • Ambitious- always searching for opportunities to improve the way you and your team work, the client experience, and ability to identify areas of improvement.

  • Bilingualism (French/English) considered an asset (read/write/speak)

Process de recrutement

  • Interview with the Head of Client Portfolio Management

  • Case Study

  • Interview with the Founders

Informations complémentaires

  • Type de contrat : CDI
  • Lieu : Paris
  • Expérience : > 2 ans
  • Télétravail partiel possible
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