Private Clients: Discretionary Portfolio Lead

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

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.