Client Portfolio Manager for Discretionary Mandates

Vontobel; Zürich; Vor Ort; CHF 120.000 - 170.000; Vollzeit

Benefits dieser Stelle

Zurich location

Modern tech

Agile workplace

Zusammenfassung

Vontobel seeks an initiative, independent Client Portfolio Manager for Discretionary Mandates within Private Clients. You will be the first entry point and expert for the DPM offering, supporting relationship managers to propose standard or custom mandates and engaging with clients on macro views, portfolio positioning and performance development.

You will prepare investment proposals and pitches for Private Clients, run client meetings with relationship managers including the French-speaking

Qualifikationen

• University degree in finance.
• 5+ years of experience advising internal or external clients on investment solutions.
• Excellent written and verbal communication skills in French, German and English.

Aufgaben

• Act as the first entry point and expert for Vontobel's discretionary mandates offering.
• Support relationship managers to propose standard or custom mandates.
• Prepare investment proposals and pitches for Private Clients and run client meetings with relationship managers including French-speaking Switzerland.

Kenntnisse

Multilingual communication

Client-facing

Analytical thinking

Ausbildung

University degree in finance

Tools

Programming languages

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
• We are looking for talented people, not just a CV that ticks all the boxes.

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.

We will carefully review your application and will respond to you in a timely manner.

Thank you for applying to Vontobel.

We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds.

Do you want to be Vontobel?

At Vontobel, you are building better futures for our clients and society as well as for yourself.

By 2030, we want to be known as one of the leading and most trusted global investment firms.

We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed.

Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family's 100-year commitment.

Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities.

Private Clients Vontobel is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.

Institutional Clients Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients.

Vontobel Career Page