Head Client Portfolio Management

Vor 2 Tagen

Basel, Schweiz Vontobel Vollzeit

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, portfolio positioning, performance development and portfolio management
Prepare investment proposals and pitches for Wealth Management clients and run client meetings together with relationship managers
Join internal and client events as specialist for discretionary mandates (incl. performance presentations and roadshows)
Contribute to the strategic positioning and development of the team towards a proactive mandate advisory unit
Be part of a dynamic, diverse team representing a key strategically important business of Vontobel
Have strong project and process experience to be able to position that key investment service on a broader and strategic level.
Being able to think and act throughout the strategic level to position the DPM offering

You bring
University degree in finance, CFA as an appreciated asset
Several years of experience in the financial industry, with focus on advising internal or external clients on investment solutions You are
Highly motivated team player, with strong organizational and analytical skills and willingness to take ownership on several tasks
Flexible, proactive, open-minded attitude, with a strong desire to improve things
Excellent knowledge of and practical experience in financial markets and instruments, portfolio management and investments
Excellent written and verbal communication skills in German, English and preferably French and/or Italian, and strong client presentation and communication skills

Vielen Dank für Ihre Bewerbung bei Vontobel. Wir werden Ihre Bewerbung sorgfältig prüfen und Ihnen zeitnah eine Antwort zukommen lassen.

Vontobel ist ein Unternehmen, das Chancengleichheit fördert. Wir setzen uns für Chancengleichheit bei der Beschäftigung ein, unabhängig von Rasse, Hautfarbe, Abstammung, Religion, Geschlecht, nationaler Herkunft, sexueller Orientierung, Alter, Staatsbürgerschaft, Familienstand, körperlicher Einschränkungen oder Geschlechtsidentität.
Wir schätzen unterschiedliche Sichtweisen innerhalb unserer Teams und sind bestrebt, ein Umfeld zu schaffen, in dem jeder, der Teil unserer Leistungskultur sein möchte, sich selbst verwirklichen kann. Sie basiert auf gegenseitigem Respekt und null Toleranz gegenüber jeglicher Form von Diskriminierung.

Für Fragen stehen wir Ihnen gerne zur Verfügung. Bitte kontaktieren Sie uns über unser Kontakt Formular.

Standort
Zürich / Gotthardstrasse 43

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