Product Manager, Mandates & Onboarding

Bank Vontobel

Zürich

On-site

CHF 120,000 - 180,000

Full time

5 days ago
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Job summary

Vontobel Asset Management is seeking a passionate Product Manager to join the Institutional Solutions team in Zurich. You will manage segregated mandates for Swiss and international clients, guiding onboarding and lifecycle activities and collaborating with sales and clients on feasible solutions.

The role requires strong PM experience in asset management, fluency in German and English, and a proactive, data-driven mindset.

Qualifications

  • Minimum 5 years in asset management in a project management, product management or client-facing role.
  • Proven experience with mandates and/or fund structures across different domiciles.
  • Fluent in German and English, both spoken and written; additional languages are a plus.

Responsibilities

  • Lead the onboarding of new mandates
  • Coordinate change requests for existing mandates by leading internal feasibility checks, consolidating feedbacks and providing the solution to sales and/or clients
  • Consult internal and external clients on investment product setups, risk and operational aspects, regulatory developments and further develop the solution offering
  • Run feasibility studies related to legal and operational aspects, in close collaboration with internal experts
  • Support establishment and maintenance of efficient and well documented client onboarding and life cycle procedures
  • Contribute to projects related to new/amended/upcoming local regulations

Skills

Mandates onboarding
Project management
Client consultation
Data-driven

Job description

Vontobel Asset Management is seeking a passionate Product Manager to join the Institutional Solutions team in Zurich. You will manage segregated mandates for Swiss and international clients, guiding onboarding and lifecycle activities and collaborating with sales and clients on feasible solutions.

The role requires strong PM experience in asset management, fluency in German and English, and a proactive, data-driven mindset.

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