Vontobel Asset Management AG
Client Portfolio Manager - Equities(m/w/x)
Full-timeOn-siteSenior
Zürich
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VOVontobel Asset Management
Client Portfolio Manager - Equities(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
5 - 10 years
Education
Bachelor's degreeORMaster's degree
Languages
German – NativeEnglish – Native
Tools & Technologies
Pythondatabase automation
Benefits
Informal Culture
- •Experienced and diverse team
- •International work environment
- •Flat hierarchy
- •Collaborative work culture
Startup Environment
- •Agile work environment
Learning & Development
- •Learning and growth opportunities
Other Benefits
- •Equal opportunity workplace
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Vontobel Asset Management and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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VOVontobel Asset Management
Client Portfolio Manager - Equities(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
5 - 10 years
Education
Bachelor's degreeORMaster's degree
Languages
German – NativeEnglish – Native
Tools & Technologies
Pythondatabase automation
Benefits
Informal Culture
- •Experienced and diverse team
- •International work environment
- •Flat hierarchy
- •Collaborative work culture
Startup Environment
- •Agile work environment
Learning & Development
- •Learning and growth opportunities
Other Benefits
- •Equal opportunity workplace
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Vontobel Asset Management and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
Vontobel Asset Management
Industry
FinancialServices
Description
The company is a global investment manager specializing in high conviction asset management and investment solutions.
Not a perfect match?
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