What would your role be? Join our Private Clients Business Engineering team and take end-to-end business ownership of our Digital Meeting and Holistic Advice applications – the tools our client advisors use to prepare, run and follow up client meetings and to advise clients across their entire wealth. Cover a broad range of responsibilities, from acting as deputy product owner and managing the backlog to running technical analyses. Translate client and advisor needs into clear, testable user stories with well-defined acceptance criteria. Work closely with developers to ensure a shared understanding of the requirements and support them throughout implementation. Run user acceptance testing and use data analysis and reporting to measure adoption and continuously improve the applications. Challenge the status quo and bring your own ideas on how to make our advisory processes simpler, faster and more effective. Collaborate with neighboring teams – UX, Investment Platform and CRM/CLM – to deliver seamless end-to-end solutions. Train and support our client advisors and actively drive adoption of the applications and processes. Keep technical and user documentation up to date and communicate clearly with stakeholders at all levels of the organization.
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.
