Client Portfolio Manager Structured Products (Temporary 12 months)
We are looking for an initiative, independent and persuasive personality who is willing to take on great responsibility, to generate structured product leads and to build partnerships with internal clients through a systematic approach.
What would your role be?
Engage in daily interactions with internal stakeholders through personal meetings, calls, events and professional networks.
Act as a sparring partner for relationship managers and participate in sales and investment meetings to present structured product ideas.
Consistently deliver new ideas and fresh perspectives to relationship managers and ultra-high-net-worth (UHNWI) clients.
Prepare investment proposals and pitches for Private Clients and run client meetings together with relationship managers.
Offer, explain and promote a comprehensive range of structured products and solutions while showcasing cross-asset expertise.
Listen to and understand client needs, transforming them into concrete investment solutions.
Leverage Vontobel platforms to foster internal cross-selling opportunities.
Inspire colleagues and clients with your passion for the markets and capacity for innovation.
What are we looking for?
University degree in finance and at least 5 years of as a sales or structurer with a focus on Structured Products and Derivatives
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
Highly motivated team player, with strong analytical skills, willingness to take ownership on several tasks and proficient in modern IT applications (MS office, Bloomberg, etc.)
Willingness to support the team in marketing material, weekly reports and deritrade content maintenance
Flexible, proactive, open-minded attitude, with a strong desire to improve things
Excellent knowledge and experience in financial markets and instruments, portfolio management and investments
Excellent written and verbal communication skills in German, English, along with strong skills in client-facing presentations. Spanish would be strong asset.
What do we offer?
Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch
Friendly, diverse team in an open-office space
All the latest technology to help you excel and advance
Agile environment in how we think, the way we work and our trust for each other
Flat hierarchy with collaboration at all levels
Campus feeling and a collaborative spirit
We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.
Why Vontobel?
At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.
Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.
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