DACH Regional Strategy & Operations Lead

Vontobel; Zürich; On-site; CHF 120,000 - 180,000; Full time

Benefits offered by this job

Free lunch

Collaboration spaces

Latest technology

Job summary

Vontobel is seeking a Business Management Specialist to support the Regional Sales Head DACH from Zurich. You will drive strategic priorities, coordinate initiatives, and prepare governance materials, enabling senior leadership and regional sales teams across the DACH region.

Ideal candidates combine asset management experience with strong organizational and analytical skills, fluency in English and German, and comfort with Salesforce and Microsoft Office tools.

Qualifications

• Master’s degree in business administration, Finance, or Economics.
• Minimum of 5 years of experience in business management, sales support, or strategic roles.
• Asset management or financial services industry experience.

Responsibilities

• Define and execute the region's strategic priorities.
• Coordinate strategic initiatives, plans and KPIs.
• Prepare management reports for senior stakeholders.
• Provide executive support and agenda management.
• Coordinate cross-functional projects and regional activities.
• Support sales enablement and CRM oversight (Salesforce).

Skills

Strategic thinking

Analytical skills

Organizational skills

Communication skills

Discretion

English & German

Education

MBA / Finance / Economics

Tools

Salesforce

Microsoft Office

Job description

Vontobel is seeking a Business Management Specialist to support the Regional Sales Head DACH from Zurich. You will drive strategic priorities, coordinate initiatives, and prepare governance materials, enabling senior leadership and regional sales teams across the DACH region.

Ideal candidates combine asset management experience with strong organizational and analytical skills, fluency in English and German, and comfort with Salesforce and Microsoft Office tools.