Vontobel Asset Management AG
Client Portfolio Manager - Equities(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
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VOVontobel Asset Management
Client Portfolio Manager - Equities(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Direct investment messaging and technical representation of equity teams for global institutional prospects. Minimum 5 years of buy-side investment experience required. International travel for client meetings, agile work environment.
Anforderungen
- Passion for fundamental equity investing
- Profound technical knowledge of equity investing
- 5-10 years investment side experience
- Excellent communication and presentation abilities
- Ability to thrive in dynamic teams
- Native or fluent German and English
- Skills in creating impactful presentations
- Strong data aggregation and analysis skills
- Talent and role fit
Aufgaben
- Deliver investment messaging to clients
- Represent investment teams in meetings
- Communicate with prospects, clients, and consultants
- Apply investment expertise to advanced prospect situations
- Service existing clients across global segments
- Develop and maintain marketing and pitch documents
- Ensure documents follow compliance guidelines
- Prepare monthly and quarterly investment reports
- Collaborate on report development and automation
- Respond to ad hoc stakeholder questions
- Communicate investment approach, philosophy, and positioning
- Partner with client teams during sales processes
- Support client retention with a commercial perspective
- Implement industry best practices for client engagements
- Ensure high standards for meeting preparation and follow-up
- Originate and approve investment and marketing content
- Consult with investment teams and specialists
- Maintain in-depth investment and market knowledge
- Attend investment meetings and review research reports
Berufserfahrung
5 - 10 Jahre
Ausbildung
Bachelor-AbschlussODERMaster-Abschluss
Sprachen
Deutsch – fließendEnglisch – fließend
Tools & Technologien
Pythondatabase automation
Benefits
Lockere Unternehmenskultur
- •Experienced and diverse team
- •International work environment
- •Flat hierarchy
- •Collaborative work culture
Startup-Atmosphäre
- •Agile work environment
Weiterbildungsangebote
- •Learning and growth opportunities
Sonstige Vorteile
- •Equal opportunity workplace
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Vontobel Asset Management erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
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Global Equity Sales Trader(m/w/x)
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VOVontobel Asset Management
Client Portfolio Manager - Equities(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Direct investment messaging and technical representation of equity teams for global institutional prospects. Minimum 5 years of buy-side investment experience required. International travel for client meetings, agile work environment.
Anforderungen
- Passion for fundamental equity investing
- Profound technical knowledge of equity investing
- 5-10 years investment side experience
- Excellent communication and presentation abilities
- Ability to thrive in dynamic teams
- Native or fluent German and English
- Skills in creating impactful presentations
- Strong data aggregation and analysis skills
- Talent and role fit
Aufgaben
- Deliver investment messaging to clients
- Represent investment teams in meetings
- Communicate with prospects, clients, and consultants
- Apply investment expertise to advanced prospect situations
- Service existing clients across global segments
- Develop and maintain marketing and pitch documents
- Ensure documents follow compliance guidelines
- Prepare monthly and quarterly investment reports
- Collaborate on report development and automation
- Respond to ad hoc stakeholder questions
- Communicate investment approach, philosophy, and positioning
- Partner with client teams during sales processes
- Support client retention with a commercial perspective
- Implement industry best practices for client engagements
- Ensure high standards for meeting preparation and follow-up
- Originate and approve investment and marketing content
- Consult with investment teams and specialists
- Maintain in-depth investment and market knowledge
- Attend investment meetings and review research reports
Berufserfahrung
5 - 10 Jahre
Ausbildung
Bachelor-AbschlussODERMaster-Abschluss
Sprachen
Deutsch – fließendEnglisch – fließend
Tools & Technologien
Pythondatabase automation
Benefits
Lockere Unternehmenskultur
- •Experienced and diverse team
- •International work environment
- •Flat hierarchy
- •Collaborative work culture
Startup-Atmosphäre
- •Agile work environment
Weiterbildungsangebote
- •Learning and growth opportunities
Sonstige Vorteile
- •Equal opportunity workplace
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Vontobel Asset Management erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
Vontobel Asset Management
Branche
FinancialServices
Beschreibung
The company is a global investment manager specializing in high conviction asset management and investment solutions.
Noch nicht perfekt?
- Vontobel Asset Management AG
Client Portfolio Manager - Equities(m/w/x)
Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Team Head Operations - Client Investment Reporting(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Vontobel Swiss Financial Advisers AG
Senior Investment Advisor(m/w/x)
Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Communications Specialist(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Deutsche Bank Aktiengesellschaft, Filiale Zürich
Global Equity Sales Trader(m/w/x)
Vollzeitnur vor OrtSeniorZürich