Junior Cpm for Discretionary Mandates - Zurich, Schweiz - Vontobel

Vontobel
Vontobel
Geprüftes Unternehmen
Zurich, Schweiz

vor 4 Wochen

Lena Schneider

Geschrieben von:

Lena Schneider

beBee Recruiter
Beschreibung
Your opportunity
Act as first entry point to and expert for Vontobel's discretionary (DPM) offering within Wealth Management
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 Wealth Management clients and run client meetings together with relationship managers
Join internal and client events as specialist for discretionary mandates
Support our Senior CPMs in daily work and preparing of monthly performance updates from our Portfolio Managers
Responsible for dedicate special mandates (product ownership). Close collaboration with respective portfolio manager
Be part of a dynamic, diverse team representing a key strategically important business of Vontobel

You bring
University degree in finance
Experience in the financial industry, with focus on advising internal or external clients on investment solutions
Ability to adjust according to audience as we communicate to clients across different regions and channels, across format that range from one to one meeting to key note speeches
Conviction to achieve our goals with our business partners
Willingness to work within an organization with a high sales and outgoing approach
Ideally some experience in IT and coding You are
A highly motivated team player, with strong analytical skills and willingness to take ownership on several tasks
Flexible, proactive, open-minded attitude, with a strong desire to improve things
Someone with some previous knowledge and experience in financial markets and instruments, portfolio management and investments
Someone who possesses excellent written and verbal communication skills in German, English and strong client presentation and communication skills. French and/or Italian would be a strong asset. What we offer
We work according to agile principles especially in our way of thinking and our methodology and we work with mutual trust


Teamwork is important to us:
We always exchange valuable knowledge and skills with each other - One Vontobel
Our work culture is characterized by short communication channels and direct cross departmental contact and information exchange
We offer the option for home office (Flexible working times), diverse benefits and provide a first-class lunch menu when you work in the office

Vielen Dank für Ihre Bewerbung bei Vontobel. Wir werden Ihre Bewerbung sorgfältig prüfen und Ihnen zeitnah eine Antwort zukommen lassen.

Vontobel ist ein Unternehmen, das Chancengleichheit fördert.

Wir setzen uns für Chancengleichheit bei der Beschäftigung ein, unabhängig von Rasse, Hautfarbe, Abstammung, Religion, Geschlecht, nationaler Herkunft, sexueller Orientierung, Alter, Staatsbürgerschaft, Familienstand, körperlicher Einschränkungen oder Geschlechtsidentität.

Wir schätzen unterschiedliche Sichtweisen innerhalb unserer Teams und sind bestrebt, ein Umfeld zu schaffen, in dem jeder, der Teil unserer Leistungskultur sein möchte, sich selbst verwirklichen kann.

Sie basiert auf gegenseitigem Respekt und null Toleranz gegenüber jeglicher Form von Diskriminierung.

Für Fragen stehen wir Ihnen gerne zur Verfügung. Bitte kontaktieren Sie uns über unser Kontakt Formular.

Standort
Zürich / Gotthardstrasse 43
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