20 beste Stellen als private family in zürich, zh – aktuell auf Personalsuche

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Vontobel Holding AG —Zürich, ZH
- Englisch
- Analysefähigkeit
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Client Portfolio Manager for Discretionary Mandates

Vontobel Holding AG -
Zürich, ZH

Jetzt bewerben

Details zur Stelle

Leistungen

Essenszuschuss

Qualifikationen

Französisch
Englisch
Analysefähigkeit
Bachelor
Kommunikationsfähigkeit
Deutsch

Vollständige Stellenbeschreibung

Zürich / Gotthardstrasse 43

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.

What would your role be?

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

What are we looking for?

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!

What do we offer?

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

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?

Jetzt bewerben

Erweiterte Suche

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Ich möchte aktuelle Job-E-Mails für Stellen als private family in zürich, zh erhalten

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