Client Portfolio Manager for Discretionary Mandates

Job description

We are looking for an initiative, independent and persuasive personality who is willing to take on great responsibility & challenging tasks as Client Portfolio Manager for Discretionary Mandates. What would your role be?: - Act as first entry point to and expert for Vontobel’s discretionary (DPM) offering within Private Clients - Be a sparring partner for relationship managers with respect to multi asset managed solutions, supporting them to propose standard or custom mandates - Interact with relationship managers and clients as specialist for macro views, portfolio positioning, performance development and portfolio management - Prepare investment proposals and pitches for Private Clients and run client meetings together with relationship managers also for the French speaking part of Switzerland - Join internal and client events as specialist for discretionary mandates - Preparation of monthly performance updates for our Portfolio Managers - Responsible for dedicate d special mandates (product ownership). Close collaboration with respective portfolio manager - Be part of a dynamic, diverse team representing a strategically important business of Vontobel What are we looking for?: -...