Senior Product - Onboarding Manager - Segregated Accounts

Vontobel; Zürich; Vor Ort; CHF 100’000 - 130’000; Vollzeit

Zusammenfassung

A leading asset management firm in Zurich seeks a product manager for client onboarding processes, emphasizing the importance of collaboration, communication, and problem-solving. The role involves managing onboarding projects and lifecycle activities for institutional clients, offering a dynamic and supportive work environment.

Leistungen

Free lunch

Modern collaboration spaces

Agile work environment

Flat hierarchy

Qualifikationen

• 7+ years in asset management, ideally in project/client roles.
• Proven expertise in fund structures.
• Experience leading interdisciplinary projects.

Aufgaben

• Lead onboarding of new mandates.
• Coordinate change requests for existing mandates.
• Consult on investment product setups.

Kenntnisse

Analytical mindset

Problem-solving

Collaboration

Communication

Jobbeschreibung

Are you passionate about driving onboarding processes for institutional clients and ensuring seamless execution of client lifecycle events by managing key value chain functions? Based in Zurich, we’re looking for a detail-oriented, collaborative professional with a client-first mindset.

Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. For our institutional and intermediary clients, we offer tailored products and services, among them segregated accounts (mandates) across various investment strategies and asset classes. As part of the Institutional Solutions team, you act as product manager for segregated accounts for institutional clients. You will play a key role in client on- and off-boarding projects and life cycle activities.

What would your role be?

• 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

What are we looking for?

• A senior professional with at least 7 years of experience in asset management, preferably in project, product, or client-facing roles
• Proven expertise in fund structures across various domiciles
• Hands-on experience leading interdisciplinary projects
• Strong analytical and problem-solving mindset with a proactive approach
• Excellent communication skills and the ability to work effectively across functions and seniority levels
• A true team player with a collaborative attitude
• Fluent in English (written and spoken), with German being a strong asset; other languages are a plus

What do we offer?

• Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
• Friendly, diverse team in an open-office space with dancing walls.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Flat hierarchy with collaboration at all levels.
• Campus feeling and a collaborative spirit.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form .