Client Portfolio Manager Structured Products (Temporary 12 months)

Job description: Client Portfolio Manager Structured Products (Temporary, 12 months)

Tasks

• Daily interactions with internal stakeholders through face-to-face meetings, calls, events and professional networks.
• As a sparring partner for relationship managers and participation in sales and investment meetings to present structured product ideas.
• Constantly deliver new ideas and fresh perspectives to relationship managers and ultra-high-net-worth investor (UHNWI) clients.
• Prepare investment proposals and presentations for private clients and conduct client meetings together with relationship managers.
• Offer, explain and promote a comprehensive range of structured products and solutions while demonstrating cross-asset expertise.
• Use Vontobel platforms to promote internal cross-selling opportunities.
• Inspire colleagues and customers with a passion for the markets and the ability to innovate.

Requirements

• University degree in finance and at least 5 years of experience as a salesperson or structurer with a focus on structured products and derivatives.
• Ability to adapt depending on the audience as we communicate with clients in different regions and channels, from one-on-one meetings to keynote speakers.
• conviction to achieve our goals with our business partners.
• Willingness to work in an organization with a high sales and field approach.
• Highly motivated team player with strong analytical skills, willingness to take responsibility for multiple tasks and experience with modern IT applications (MS Office, Bloomberg etc.).
• Willingness to assist the team with marketing materials, weekly reports and Deritrade content management.
• Flexible, proactive, open-minded character 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, as well as strong client-facing presentation skills. Spanish would be a strong asset.

We offer

• Top location in Zurich with collaboration rooms (including roof terraces) and free lunch.
• Friendly, diverse team in an open office environment.
• The latest technology to support and advance your work.
• Campus atmosphere and collaborative spirit.