As a Customized Portfolio Manager, you are responsible for managing discretionary portfolios and dedicated funds in line with clients’ needs, the investment strategy, and regulatory requirements. You actively contribute to investment decisions, portfolio construction, and client reporting.
You will be part of the Portfolio Management team, working closely with investment specialists, commercial teams, and external stakeholders to deliver tailored investment solutions and ensure high-quality portfolio management.
Your key responsibilitiesManage discretionary portfolios and dedicated funds- Monitor discretionary accounts under your responsibility in a MiFID II environment and ensure compliance with investment rules, the investment universe, client profiles, investment decisions, and operational processes.
Manage dedicated funds in full regulatory compliance and maintain regular coordination with the management company.
Actively manage investment portfolios while monitoring financial markets and market developments.
- Draft investment proposals for discretionary mandates in line with client needs and the ING Luxembourg investment charter.
Contribute to the design and updating of model portfolios.
Participate in sourcing new investment ideas and cross-asset investment solutions for customized portfolios.
- Prepare ad hoc and recurring reporting for clients under your responsibility and ensure transparent communication on portfolio strategy and results.
Actively contribute to investment committees.
Support the commercial force through presentations, training sessions, and investment expertise, with a strong focus on asset allocation and multi-asset solutions.
A colleague with a talent for taking it on and making it happen, enthusiasm for helping others to be successful and a knack for always being a step ahead. In other words, you strive to bring fresh ideas to life and embrace challenges in a fast changing and complex environment. You are a naturally collaborative person who listens and invests in others to achieve common goals. You love to challenge the status quo and are eager to propose creative solutions to problems.
As a Customized Portfolio Manager you will also need:
Master's degree with 5 to 7 years of experience in discretionary portfolio management (bank mandates, life insurance, or dedicated UCITS/AIF funds).
Strong multi-asset knowledge and a solid understanding of macroeconomics.
Strong communication skills with the ability to simplify complex investment topics and support commercial teams.
Fluent in French and English. Knowledge of Dutch, German and/or Luxembourgish is considered an asset.
CFA designation is considered an asset.
Team spirit, autonomy, and a proactive mindset.
We redefine banking. What about you?
There has never been a more interesting time to work at ING. We’re on a journey that’s centred around our customers, powered by technology and driven by smart, determined people. Our customers feel our people are empowering them to stay a step ahead in life and in business. We’re proud of that!
Skills Required
- Master's degree
- 5 to 7 years of experience in discretionary portfolio management, including bank mandates, life insurance, or dedicated UCITS/AIF funds
- Strong multi-asset investment knowledge
- Solid understanding of macroeconomics
- Strong communication skills and ability to simplify complex investment topics
- Fluency in French and English
- Knowledge of Dutch, German, and/or Luxembourgish
- CFA designation
- Team spirit, autonomy, and proactive mindset
What We Do
ING is a pioneer in digital banking and on the forefront as one of the most innovative banks in the world. As ING, we have a clear purpose that represents our conviction of people’s potential. We don’t judge, coach, or tell people how to live their lives. However big or small, modest or grand, we empower people and businesses to realise their vision for a better future. We made the promise to make banking frictionless, removing barriers to progress, and make people confident in their financial decisions. As a global bank we have a huge opportunity – and responsibility – to make an impact for the better. We can play a role by financing change, sharing knowledge, and innovating. Being sustainable is in all the choices we make—as a lender, as a partner and through the services we offer our customers
