Job profile wealth and portfolio manager

In the context of the new FinIA and FinSA regulations, SAM has developed a qualification profile for the profession of a wealth and portfolio manager. This job profile is based on comprehensive specialist knowledge and industry expertise as well as SAM's proximity to the most important players. 
The profile was defined on the basis of activities and competencies, in particular for the function of the manager of a wealth and portfolio management company. These activities are divided into three areas: Company, Client and Portfolio. 
By publishing this job profile, SAM is taking on a pioneering role and giving the profession greater visibility. The association is also making a contribution to the definition of "qualified manager" in accordance with Art. 20 FinIA.