Portfolio Manager Vontobel Sfa

Your opportunity Act as first entry point to and expert for Vontobel’s discretionary (DPM) offering within Wealth Management 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,...

Your opportunity Daily management and monitoring of our funds/mandates and implementation of fundamental and systematic asset management solutions, with a special focus on multi-asset strategies General support for portfolio managers in their day-to-day work, in particular with various administrative activities such as handling of corporate actions,...

Your opportunity You will support the lead portfolio managers and the head of the impact team in operational matters Ensure that all portfolios are implemented according to the model portfolio and assume all related operational tasks (trade orders, cash balances, FX transactions, asset reconciliation, position monitoring, reporting and documentation) Drive...

**Zürich / Genferstrasse 27** *** - At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a globally active, client-centric investment manager with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit. - For our...

**These will be your tasks**: You will take over an existing client portfolio You will develop new client connections, bring in existing own client relationships, and be responsible for acquiring new business from existing clients Act as a trusted advisor to clients and prospects by providing recommendations that encompass multiple products and...

Your opportunity Do you have a passion for financial markets and trading? Are you good at identifying inefficiencies (whether in pricing, execution, or processes) and are you driven to exploit and/or solve them? We’re hiring on our trading desk at Vontobel-SFA and have an open position to fill which would be ideally suited to an applicant with 3-7 years'...

Your opportunity Entwicklung neuer Kontrollmechanismen Weiterentwicklung des Management Reportings Tableau, Prozessmodellierung und Datenanalyse Unterhalt und Weiterentwicklung der Kontroll - & Reportingplattformen Parametrisierung der Anlagerestriktionen für die periodische Überwachung der Vermögensverwaltungsmandate Analyse / Verifizierung der...

Assistant Relationship Management (80-100%) Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for an Assistant Relationship Management who will help support the team. What would your role be? - Take ownership and support the...

**Zürich / Splügenstrasse 5** *** - Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for an Assistant Relationship Management who will help support the team.**What would your role be?**: - Take ownership and support the...

Your opportunity Act as first entry point to and expert for Vontobel’s discretionary (DPM) offering within Wealth Management 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,...

Bank Vontobel Zurich, SwitzerlandPosted 23 hours ago Permanent Competitive - Relationship Manager EAM (100%) - At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider with...

Investment Risk Manager At Vontobel, we are committed to actively shaping our future. We strive to engage and promote talent of varying age and gender, with a diverse range of experience, from various backgrounds. We create and pursue investment opportunities that get our clients ahead. As a global investment manager, we believe in high conviction asset...

Your opportunity Become part of Vontobels growing symmetric derivatives business Become part of a hybrid team of risk managers, market makers and technical implementors Help building up and expand our next generation Delta 1 platform Manage Symmetric derivatives like active and dynamic Tracker Certificates and Actively Managed Certificates throughout their...

Your opportunity Develop your own client network Act as a trusted advisor to clients and prospects by providing recommendations that encompass multiple products and services Develop in-depth understanding of client’s needs, preferences and overall wealth and be responsive to the changes in the business environment or clients’ needs Effectively manage a...

Your opportunity Key Responsibilities As a Business & Project Manager, you are at the heart and the soul that keeps our department moving forward. You support the management in the strategic analysis and definition of the future business field strategy and lead the respective projects. You anticipate the needs of your colleagues and help them stay focused...

Your opportunity As an Investment Product Manager, you have a deep understanding of the entire Wealth Management product shelf You actively contribute to new product innovation and manage product-related projects You oversee the product life cycle, deal with product requests, and take the lead for the launching You conduct regular product comparisons across...

Your opportunity Works closely with Head Corporate Responsibility (CR) and relevant internal stakeholders to ensure the continuous development of the company’s sustainability strategy Acts as main contact and entry point for questions around CR & sustainability and coordinates inquiries internally with relevant internal stakeholders (especially BoD office;...

**Deine spannende Aufgabe**: Führung der Assistentinnen und Assistenten der einzelnen EAM Front-Desks (Fach - und/oder Linienführung). Identifikation von Best Practices und Verbesserungsmöglichkeiten der Prozesse innerhalb der Front-Einheit EAM, Umsetzung von Prozessanpassungen in Abstimmung mit den betroffenen Stellen. Überwachung und stetige...

**Zürich / Genferstrasse 27** *** - At Vontobel, we are committed to actively shaping our future. We strive to engage and promote talent of varying age and gender, with a diverse range of experience, from various backgrounds. - We create and pursue investment opportunities that get our clients ahead. As a global investment manager, we believe in high...

Your opportunity Proactively support the team in the management of their customer portfolio Manage independently the administrative tasks of client accounts and transactions (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renewals, etc.) Assist the Relationship Managers in the organization of the client...