BVZH Bank Vontobel AG
Client Portfolio Manager for Discretionary Mandates(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
BVBVZH Bank Vontobel AG
Client Portfolio Manager for Discretionary Mandates(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Client portfolio management for discretionary mandates, including macro views and performance analysis. University degree and 5+ years in finance advising clients required. Free lunch and rooftop terraces provided.
Anforderungen
- University degree in finance
- At least 5 years of experience in financial industry
- Advising internal or external clients on investment solutions
- Audience adaptability for client communication
- Commitment to achieving goals with business partners
- Willingness to work in sales-oriented organization
- Highly motivated team player
- Strong analytical skills
- Willingness to take ownership of tasks
- Knowledge of programming languages (valuable asset)
- Flexible attitude
- Proactive attitude
- Open-minded attitude
- Strong desire to improve things
- Excellent knowledge of financial markets and instruments
- Excellent knowledge of portfolio management
- Excellent knowledge of investments
- Excellent written communication skills in French, German, English
- Excellent verbal communication skills in French, German, English
- Strong client presentation skills
- Strong client communication skills
- French speaking (must)
- English speaking (must)
- German speaking (must)
Aufgaben
- Serve as first point of contact for Vontobel’s discretionary mandates
- Support relationship managers in proposing standard and custom mandates
- Provide expertise on macro views, portfolio positioning, and performance
- Prepare investment proposals and pitches for Private Clients
- Conduct client meetings with relationship managers, including French-speaking regions
- Participate in internal and client events as a discretionary mandates specialist
- Prepare monthly performance updates for Portfolio Managers
- Manage dedicated special mandates, collaborating closely with portfolio managers
- Contribute to a dynamic, diverse team representing a key business area
Berufserfahrung
- 5 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Französisch – fließend
- Deutsch – fließend
- Englisch – fließend
Tools & Technologien
- programming languages
Benefits
Modernes Büro
- Collaboration spaces
- Open-office space
Sonstige Vorteile
- Rooftop terraces
Gratis oder Vergünstigte Mahlzeiten
- Free lunch
Lockere Unternehmenskultur
- Friendly, diverse team
- Flat hierarchy
- Campus feeling
- Collaborative spirit
Moderne Technikausstattung
- Latest technology
Startup-Atmosphäre
- Agile environment
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens BVZH Bank Vontobel AG 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.
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BVBVZH Bank Vontobel AG
Client Portfolio Manager for Discretionary Mandates(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Client portfolio management for discretionary mandates, including macro views and performance analysis. University degree and 5+ years in finance advising clients required. Free lunch and rooftop terraces provided.
Anforderungen
- University degree in finance
- At least 5 years of experience in financial industry
- Advising internal or external clients on investment solutions
- Audience adaptability for client communication
- Commitment to achieving goals with business partners
- Willingness to work in sales-oriented organization
- Highly motivated team player
- Strong analytical skills
- Willingness to take ownership of tasks
- Knowledge of programming languages (valuable asset)
- Flexible attitude
- Proactive attitude
- Open-minded attitude
- Strong desire to improve things
- Excellent knowledge of financial markets and instruments
- Excellent knowledge of portfolio management
- Excellent knowledge of investments
- Excellent written communication skills in French, German, English
- Excellent verbal communication skills in French, German, English
- Strong client presentation skills
- Strong client communication skills
- French speaking (must)
- English speaking (must)
- German speaking (must)
Aufgaben
- Serve as first point of contact for Vontobel’s discretionary mandates
- Support relationship managers in proposing standard and custom mandates
- Provide expertise on macro views, portfolio positioning, and performance
- Prepare investment proposals and pitches for Private Clients
- Conduct client meetings with relationship managers, including French-speaking regions
- Participate in internal and client events as a discretionary mandates specialist
- Prepare monthly performance updates for Portfolio Managers
- Manage dedicated special mandates, collaborating closely with portfolio managers
- Contribute to a dynamic, diverse team representing a key business area
Berufserfahrung
- 5 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Französisch – fließend
- Deutsch – fließend
- Englisch – fließend
Tools & Technologien
- programming languages
Benefits
Modernes Büro
- Collaboration spaces
- Open-office space
Sonstige Vorteile
- Rooftop terraces
Gratis oder Vergünstigte Mahlzeiten
- Free lunch
Lockere Unternehmenskultur
- Friendly, diverse team
- Flat hierarchy
- Campus feeling
- Collaborative spirit
Moderne Technikausstattung
- Latest technology
Startup-Atmosphäre
- Agile environment
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens BVZH Bank Vontobel AG 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.
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
BVZH Bank Vontobel AG
Branche
FinancialServices
Beschreibung
The company is a family-owned and publicly listed firm committed to long-term thinking and sustainability.
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