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
At 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. Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.
