Client Portfolio Manager for Discretionary Mandates

ph3Client Portfolio Manager for Discretionary Mandates /h3 pWe 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. /p pbWhat would your role be? /b /p pAct as first entry point to and expert for Vontobel’s discretionary (DPM) offering within Private Clients /p pBe a sparring partner for relationship managers with respect to multi asset managed solutions, supporting them to propose standard or custom mandates /p pInteract with relationship managers and clients as specialist for macro views, portfolio positioning, performance development and portfolio management /p pPrepare investment proposals and pitches for Private Clients and run client meetings together with relationship managers also for the French speaking part of Switzerland /p pJoin internal and client events as specialist for discretionary mandates /p pPreparation of monthly performance updates for our Portfolio Managers /p pResponsible for dedicated special mandates (product ownership). Close collaboration with respective portfolio manager /p pBe part of a dynamic, diverse team representing a strategically important business of Vontobel /p pbWhat are we looking for? /b /p pUniversity 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 /p pAbility 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 /p pConviction to achieve our goals with our business partners /p pWillingness to work within an organization with a high sales and outgoing approach /p pHighly 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. /p pFlexible, proactive, open-minded attitude, with a strong desire to improve things /p pExcellent knowledge and experience in financial markets and instruments, portfolio management and investments /p pAffinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working. /p pExcellent written and verbal communication skills in French, German, English and strong client presentation and communication skills. French, English and German speaking is a must! /p pbWhat do we offer? /b /p pTop Zurich location with collaboration spaces (including rooftop terraces) and free lunch /p pFriendly, diverse team in an open-office space /p pAll the latest technology to help you excel and advance /p pAgile environment in how we think, the way we work and our trust for each other /p pFlat hierarchy with collaboration at all levels /p pCampus feeling and a collaborative spirit /p pWe are looking for talented people, not just a CV that ticks all the boxes. /p h3bWhy Vontobel? /b /h3 pAt Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family‑owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long‑term thinking and sustainability. /p pOur diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. /p /p #J-18808-Ljbffr