Client Portfolio Manager, Emerging Markets Fixed Income (m|f|x) Zürich

Vontobel ist ein international agierendes Investmenthaus mit Schweizer Wurzeln, das auf Anlage- und Beratungslösungen für private und institutionelle Kunden spezialisiert ist. Mit unserem ausschließlichen Fokus auf das Buy-Side-Geschäft denken und handeln wir aus der reinen Kundenperspektive – als Anleger für Anleger.

Wir sind stets auf der Suche nach neuen Möglichkeiten, Anleger beim Erreichen ihrer Ziele zu unterstützen – und das seit mehr als 100 Jahren. Wir machen uns die Vorteile der Technologie zunutze, um unsere Investmentexpertise über eine Vielzahl von Plattformen und Ökosystemen hinweg bereitzustellen und unseren Kunden gleichzeitig eine individuelle, qualitativ hochwertige Erfahrung zu bieten.

Da wir davon überzeugt sind, dass erfolgreiches Investieren mit der Übernahme persönlicher Verantwortung beginnt, unterstützen wir unsere Mitarbeitenden dabei, ihr Potenzial auszuschöpfen, Verantwortung zu übernehmen und Chancen zu verwirklichen. Erreichtes stellen wir immer wieder infrage, denn wir verfolgen den Anspruch, die Erwartungen unserer Kunden stets zu übertreffen.

Aufgaben

• Originate and validate investment messaging, marketing materials, and written content, ensuring accuracy, consistency, and compliance
• Ensure excellence in RFP responses, reporting, client engagement preparation, follow-up, and communication, setting industry-leading standards
• Represent the Emerging Markets Fixed Income Investment team in client, prospect, and consultant meetings, articulating our investment philosophy, strategy, and portfolio positioning with authority and clarity
• Collaborate with regional client teams to execute the EM FI engagement plan, including finals presentations, roadshows, event presentations, and performance review meetings
• Take a proactive, commercial perspective in advanced sales processes and client retention, co-leading business development initiatives to achieve sustainable growth
• Maintain in-depth knowledge of investment strategies by attending meetings, reviewing research, and leveraging information services to credibly represent the Investment Team
  
• Ensure excellence is desk based activities such as client servicing, RFP responses and content creation
• Drive impactful prospect and client meeting activity
• Support the growth of regionally prioritized EM FI products in alignment with the integrated sales plan, including training
• Build a strong reputation for Emerging Markets Fixed Income within all client region
• Be recognized internally and externally as their trusted EM FI expert and advisor, fostering long-term partnerships
• Ensure the accuracy and compliance of all external communications and materials

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• A deep interest in Emerging Markets Fixed Income and the ability to communicate this enthusiasm to clients and stakeholders.
• A track record of building books of business and excelling in client-facing roles, including winning finals presentations and handling performance review meetings.
• The ability to tailor communication to diverse audiences across regions and formats, from one-on-one meetings to keynote speeches.
• Proficient in technology and automation including AI, MS Office, with strong skills in Excel and PowerPoint; Bloomberg and programming/scripting languages (VBA or Matlab) are a plus
• At least 2+ years of Fixed Income sell-side experience and institutional investment firm expertise.
• Bachelor’s Degree in Finance or related field, Master Degree a plus
• CFA and/or other investment designations a plus
• A proactive, self-driven approach to working in a dynamic, investment-led team and international environment
• Willingness to travel extensively, both domestically and internationally, to meet the demands of a dynamic client engagement schedule.
• Native in German and fluency in English is required; additional languages like French and Italian are a plus.

Das erwartet Sie

• Experienced, diverse team in an international environment
• Agile environment in how we think, the way we work and our trust for each other
• Flat hierarchy with collaboration at all levels
• Collaborative spirit with opportunities to learn and thrive

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Standort

Gotthardstrasse 43, CH-8002 Zürich