Client Portfolio Manager for Discretionary Mandates

Bank Vontobel; Lavamünd; Vor Ort; EUR 159.000 - 201.000; Vollzeit

Benefits dieser Stelle

Zurich location

Free lunch

Diverse team

Latest technology

Agile environment

Flat hierarchy

Zusammenfassung

Bank Vontobel is seeking an initiative and independent Client Portfolio Manager for Discretionary Mandates to act as the expert for its DPM offering within Private Clients.

You will support relationship managers with multi-asset solutions, prepare investment proposals, and run client meetings across regions, including French-speaking Switzerland. You will join events as a specialist and provide monthly performance updates to Portfolio Managers.

Qualifikationen

• University degree in finance.
• At least 5 years of experience advising internal or external clients on investment solutions.
• Ability to adjust communication to different regions and channels.
• Strong sales orientation and ownership on tasks.
• Excellent knowledge of financial markets and instruments.
• Affinity for AI and willingness to embrace AI-enabled tools.
• Fluent in French, German and English with strong presentation skills.

Aufgaben

• Act as first entry point and expert for discretionary mandate offering.
• Sparring partner for relationship managers on multi-asset solutions and standard/custom mandates.
• Interact with clients on macro views, portfolio positioning, performance development and portfolio management.
• Prepare investment proposals and pitches; run client meetings including French-speaking Switzerland.
• Join internal and client events as specialist for discretionary mandates.
• Prepare monthly performance updates for Portfolio Managers.
• Own dedicated special mandates in collaboration with respective portfolio manager.
• Be part of a dynamic, diverse team representing a strategically important business.

Kenntnisse

Portfolio management

Financial markets

Investment advice

Analytical skills

Programming languages

Client communication

Ausbildung

Finance degree

Jobbeschreibung

We are looking for an initiative, independent and persuasive personality who is willing to take on great responsibility & challenging tasks as Client Portfolio Manager for Discretionary Mandates.

What would your role be?

• Act as first entry point to and expert for Vontobel’s discretionary (DPM) offering within Private Clients

• Be a sparring partner for relationship managers with respect to multi asset managed solutions, supporting them to propose standard or custom mandates

• Interact with relationship managers and clients as specialist for macro views, portfolio positioning, performance development and portfolio management

• Prepare investment proposals and pitches for Private Clients and run client meetings together with relationship managers also for the French speaking part of Switzerland

• Join internal and client events as specialist for discretionary mandates

• Preparation of monthly performance updates for our Portfolio Managers

• Responsible for dedicated special mandates (product ownership). Close collaboration with respective portfolio manager

• Be part of a dynamic, diverse team representing a strategically important business of Vontobel

What are we looking for?

• University degree in finance and at least 5 years of experience in the financial industry, with focus on advising internal or external clients on investment solutions

• Ability to adjust according to audience as we communicate to clients across different regions and channels, across format that range from one to one meeting to key note speeches

• Conviction to achieve our goals with our business partners

• Willingness to work within an organization with a high sales and outgoing approach

• Highly motivated team player, with strong analytical skills and willingness to take ownership on several tasks. Knowledge of one or more programming languages would be a valuable asset to the role.

• Flexible, proactive, open-minded attitude, with a strong desire to improve things

• Excellent knowledge and experience in financial markets and instruments, portfolio management and investments

• Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working.

• Excellent written and verbal communication skills in French, German, English and strong client presentation and communication skills. French, English and German speaking is a must!

What do we offer?

• Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch

• Friendly, diverse team in an open-office space

• All the latest technology to help you excel and advance

• Agile environment in how we think, the way we work and our trust for each other

• Flat hierarchy with collaboration at all levels

• Campus feeling and a collaborative spirit

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.

Do you want to be Vontobel?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form.