Discretionary Mandates Portfolio Lead for Private Clients

Vontobel Holding AG; Thalwil; Vor Ort; CHF 150.000 - 210.000; Vollzeit

Benefits dieser Stelle

Free lunch

Open-office space

Flat hierarchy

Zusammenfassung

Vontobel Holding AG in Zurich seeks an initiative, independent Client Portfolio Manager for Discretionary Mandates. You will be the first entry point and expert for the DPM offering within Private Clients and support relationship managers to propose standard or custom mandates.

Interact with clients and RMs as a specialist for macro views, portfolio positioning and performance development; prepare investment proposals and run client meetings, including the French-speaking part of Switzerland.

Qualifikationen

• University degree in finance.
• At least 5 years of experience advising clients on investment solutions.
• Strong analytical skills and ownership mindset.
• Excellent written and verbal communication in French, German, and English.
• Knowledge of programming languages is a plus.

Aufgaben

• Act as entry point and expert for discretionary mandates within Private Clients.
• Prepare investment proposals and pitches; run client meetings with relationship managers.
• Interact with relationship managers and clients on macro views, portfolio positioning and performance.
• Prepare monthly performance updates for portfolio managers.
• Join events as a specialist for discretionary mandates.

Kenntnisse

Analytical skills

Programming languages

Communication skills

Ausbildung

University degree in finance

Jobbeschreibung

Vontobel Holding AG in Zurich seeks an initiative, independent Client Portfolio Manager for Discretionary Mandates. You will be the first entry point and expert for the DPM offering within Private Clients and support relationship managers to propose standard or custom mandates.

Interact with clients and RMs as a specialist for macro views, portfolio positioning and performance development; prepare investment proposals and run client meetings, including the French-speaking part of Switzerland.