Private Clients: Discretionary Mandates Portfolio Lead

Vontobel Holding AG; Zürich; Hybrid; CHF 120.000 - 160.000; Vollzeit

Zusammenfassung

Vontobel Holding AG in Zurich seeks an autonomous Client Portfolio Manager for Discretionary Mandates to serve as the first entry point and expert for the DPM offering within Private Clients.

You will partner with relationship managers to propose standard or custom mandates, prepare investment proposals, and run client meetings across regions including the French-speaking part of Switzerland, while contributing to monthly performance updates and dedicated mandate ownership.

Qualifikationen

• University degree in finance or equivalent.
• 5+ years in financial industry advising on investment solutions.

Aufgaben

• Act as entry point to Vontobel’s discretionary (DPM) offering within Private Clients.
• Sparring partner for relationship managers on multi-asset managed solutions.
• Interacting with clients and RMs on macro views, portfolio positioning and performance.
• Prepare investment proposals and pitches, and run client meetings across regions including French-speaking Switzerland.
• Join internal and client events as a specialist for discretionary mandates.
• Prepare monthly performance updates for Portfolio Managers.
• Own dedicated special mandates in collaboration with portfolio managers.

Kenntnisse

Financial markets knowledge

Portfolio management

Client presentation

Analytical skills

Programming languages

Team player

Sales mindset

Ausbildung

University degree in finance

Tools

Programming languages

Jobbeschreibung

Vontobel Holding AG in Zurich seeks an autonomous Client Portfolio Manager for Discretionary Mandates to serve as the first entry point and expert for the DPM offering within Private Clients.

You will partner with relationship managers to propose standard or custom mandates, prepare investment proposals, and run client meetings across regions including the French-speaking part of Switzerland, while contributing to monthly performance updates and dedicated mandate ownership.