Client Portfolio Manager for Discretionary Mandates (m|f|x) Zürich

We are looking for an initiative, independent and persuasive personality who is willing to take on great responsibility & challenging tasks as Client Portfolio Manager for Discretionary Mandates.

Tasks

• Act as first entry point to and expert for Vontobel’s discretionary (DPM) offering within Private Clients
• Be a sparring partner for relationship managers with respect to multi asset managed solutions, supporting them to propose standard or custom mandates
• Interact with relationship managers and clients as specialist for macro views, portfolio positioning, performance development and portfolio management
• Prepare investment proposals and pitches for Private Clients and run client meetings together with relationship managers also for the French speaking part of Switzerland
• Join internal and client events as specialist for discretionary mandates
• Preparation of monthly performance updates for our Portfolio Managers
• Responsible for dedicated special mandates (product ownership). Close collaboration with respective portfolio manager
• Be part of a dynamic, diverse team representing a strategically important business of Vontobel

Profile / Your qualification / Your personality

• University degree in finance and at least 5 years of experience in the financial industry, with focus on advising internal or external clients on investment solutions
• Ability to adjust according to audience as we communicate to clients across different regions and channels, across format that range from one to one meeting to key note speeches
• Conviction to achieve our goals with our business partners
• Willingness to work within an organization with a high sales and outgoing approach
• Highly motivated team player, with strong analytical skills and willingness to take ownership on several tasks. Knowledge of one or more programming languages would be a valuable asset to the role.
• Flexible, proactive, open-minded attitude, with a strong desire to improve things
• Excellent knowledge and experience in financial markets and instruments, portfolio management and investments
• Excellent written and verbal communication skills in French, German, English and strong client presentation and communication skills. French, English and German speaking is a must!

That awaits you

• Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch
• Friendly, diverse team in an open-office space
• 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

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Contact

Location

Gotthardstrasse 43, CH-8022 Zürich