Client Portfolio Manager
London / 70 Conduit StreetYour Opportunity:
- Work closely with the Head of Quality Growth CPM Team to leverage Vontobel’s systematic global client engagement approach, to ensure in-depth understanding of the global Equity sales plan and pipeline and to leverage of our strong understanding of our clients’ selection situation and solution needs
- Represent the Investment Team in prospect, client and consultant meetings providing authority and expertise in communicating the investment approach, philosophy, and portfolio positioning of our Equity investment strategies
- Work with regional client teams to manage the global Equity engagement plan covering finals presentations, roadshows, event presentations and performance review meetings
- Act as close partner to our regional client teams by endorsing our business strategy and by taking a proactive commercial perspective in the advanced stages of the sales process and in client retention
- Have a keen eye for industry best practices and ensure best-in-class standards in preparation for and follow up after client engagements
- Authority to originate and approve investment content and marketing messages on behalf of the Investment Team
- Author commentaries, presentations and responses to questions from clients, prospects and consultants when required
- Maintain in-depth investment knowledge (attend investment meetings, read research reports, utilize information services, etc.) to credibly represent our the Investment Teams
- Represent the Equity boutiques’ engagement principles that globally guide our investment guidelines, commercial offering and service concept
Requirements:
- Passionate about fundamental equity investing
- Strong technical knowledge of equity investing
- Proven track record in client facing activities, incl. the ability to win finals presentation and handle demanding performance review meetings
- 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
- 10+ years minimum equities experience on the investment side
- 15+ years minimum institutional investment firm experience
- Bachelor’s Degree, Master Degree a plus
- CFA and/or other investment designations aplus
- Accustomed and willing to travel extensively both domestic and abroad according to dynamic meeting bookings
- Excellent written and oral communication skills; proficient at writing investmentcommentary
- Prioritization, attention to detail, follow-up with a sense of urgency and organizational skills are essential
- Comfort working in a very entrepreneurial, investment led team environment
- Fluency in English, additional languages welcome