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Working Student (60%) - Institutional Clients RFP Team

Zürich / Genferstrasse 27
Interested? Apply here
Do you enjoy winning new business? Do you have a keen interest in active management and a desire to understand the needs of institutional clients? If you're a data-savvy individual with a strong client service mentality, then we have the perfect opportunity for you.

Join our RFP/DDQ team, which plays a pivotal role in acquiring new business and retaining existing clients by completing Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs). As a working student, you will initially work under the close guidance of senior team members to learn the ropes, quickly progressing to take ownership of key tasks as you grow in confidence and competence.

This role offers a rich learning experience, equipping you with a deep understanding of the operations of an investment management firm and paving the way for a full-time role in the industry.

What would your role be? 

  • Assist senior RFP team members within Institutional Clients in responding to RFP and DDQ requests, while also handling client requests and coordinating responses with subject matter experts across the company.
  • Regularly update and maintain investment consultant databases such as evestment.
  • Develop and edit sales collateral
  • Maintain the Q&A database and internal tools

What are we looking for?

  • You gained your first working experience in the financial services industry, ideally within Investment Management, with proven client service skills and strong data management abilities.
  • You are enrolled in a Bachelor's or Master's program with an excellent academic record, seeking a medium to long-term opportunity in an international work environment.
  • You are a structured, detail-oriented team player with a strong work ethic, able to thrive in a fast-paced, deadline-driven environment.
  • You are solutions-driven with a can-do attitude, numerate, and possessing strong proofreading skills.
  • Data savvy, proficient in Microsoft Office, with coding experience being a plus, and business fluency in German and English, with other languages being advantageous.

What do we offer? (Copied under the your section requirements)

  • Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
  • Friendly, diverse team in an open-office space.
  • 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.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

Interested? Apply here

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