Head Intermediary Clients Switzerland
Vontobel Asset Management serves the world’s leading asset owners. With over 300 investment professionals and offices around the world we advise client assets of USD 117bn (as of December 31, 2022). We are a performance driven, multi-boutique investment organization, where independent thinking and high convictions flourish thanks to our active investment approaches and long-term mindset.
At Vontobel, we empower our employees to take ownership of their work and bring opportunities to life. We do so based on the conviction that successful investing begins with the assumption of personal responsibility. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients
While the Swiss client segment represents the biggest client segment of Vontobel Asset Management we do see a lot of additional growth potential in the Swiss Intermediary market thanks to an enlarged product offering, excellent track records and our very solid market reputation as a performance driven active asset manager. We are searching for a Zurich-based Team Head Intermediaries to lead a team of 5 (Relationship Manager and Sales Support) and to bring our Intermediary business to the next level.
Your Opportunity
This is an entrepreneurial role with significant scope to create value for the firm. A genuine passion for client work and leadership is essential to succeed in this role.
- Review and define the Sales Strategy for the Intermediary business in Switzerland (growth aspiration, client coverage, product focus etc)
- Ensure a competitive and consistent positioning of Vontobel Asset Management and its products in the Swiss Intermediary market
- Ensure a structured sales process for lead generation, follow up, conversion and client servicing and ensure that your team has in depth knowledge about Vontobel’s investment approaches and the portfolio managers' investment views
- Provide clear guidance and purpose for your team and align resources, incl your own client coverage, according to the business needs and opportunities
- Create a trusting work environment that encourages the team to outperform and exceed expectations
- Actively coach team members and develop talent enabling them to achieve and exceed expectations
- Work in close cooperation with the other channel heads in Switzerland as well as with the Portfolio Managers, Product Management, Marketing, and other teams to further develop our best-in-class client service standards
- Prepare business plans and management communication
- Plan and execute client events in alignment with the overall marketing plan
- Provide feedback to keep Vontobel’s marketing and content suite (investment contents, presentations etc.) innovative and best-in-class
- Contribute to core projects as assigned from time to time
You bring / You are (your qualifications)
- Ambitious and result driven personality with a strong desire to generate new business
- At least 10 years of experience in a Sales or client facing role in the Asset Management industry
- Excellent client network and trusted relations in the intermediary market in Switzerland (Global Banks, Private Banks, Cantonal Banks, IFAs and other market segments)
- Excellent technical knowledge of investment markets and investment products, in particular investment funds
- A good understanding of market trends and the regulatory framework
- Experience as a team leader
- Strong entrepreneurial and commercial mindset
- Ability to work under pressure, against tight deadlines and to quickly adjust to changes in priorities
- High personal Integrity
- Strong communication and presentation skills
- German (or Swiss German) native language and excellent English (verbal and written). French or Italian language skills an advantage
- A bachelor or similar (CFA, AZEK) degree in finance
- Proficient in MS Outlook
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.
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Standort
Zürich / Genferstrasse 27