Discretionary Mandates Portfolio Lead | Multilingual Zurich

Vontobel; Zürich; Presencial; CHF 120.000 - 170.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Zurich location

Modern tech

Agile workplace

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Multilingual communication

Client-facing

Analytical thinking

Educación

University degree in finance

Herramientas

Programming languages

Descripción del empleo

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