Client Portfolio Manager Structured Products (Temporary 12 months)

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.

Do you want to be Vontobel?