BVZH Bank Vontobel AG
Client Portfolio Manager for Discretionary Mandates(m/w/x)
Full-timeOn-siteSenior
Zürich
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BVBVZH Bank Vontobel AG
Client Portfolio Manager for Discretionary Mandates(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
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.
Requirements
- 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)
Tasks
- 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
Work Experience
- 5 years
Education
- Bachelor's degree
Languages
- French – Native
- German – Native
- English – Native
Tools & Technologies
- programming languages
Benefits
Modern Office
- Collaboration spaces
- Open-office space
Other Benefits
- Rooftop terraces
Free or Subsidized Food
- Free lunch
Informal Culture
- Friendly, diverse team
- Flat hierarchy
- Campus feeling
- Collaborative spirit
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of BVZH Bank Vontobel AG 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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BVBVZH Bank Vontobel AG
Client Portfolio Manager for Discretionary Mandates(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
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.
Requirements
- 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)
Tasks
- 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
Work Experience
- 5 years
Education
- Bachelor's degree
Languages
- French – Native
- German – Native
- English – Native
Tools & Technologies
- programming languages
Benefits
Modern Office
- Collaboration spaces
- Open-office space
Other Benefits
- Rooftop terraces
Free or Subsidized Food
- Free lunch
Informal Culture
- Friendly, diverse team
- Flat hierarchy
- Campus feeling
- Collaborative spirit
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of BVZH Bank Vontobel AG 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.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
BVZH Bank Vontobel AG
Industry
FinancialServices
Description
The company is a family-owned and publicly listed firm committed to long-term thinking and sustainability.
Not a perfect match?
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