vor 2 Tagen

Institutional Solutions Manager

Bank Vontobel AG

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Institutional Solutions Manager

Vontobel Asset Management AG, Zürich

Institutional Solutions Manager

Asset Management

Headquartered in Zurich, Vontobel Asset Management is a specialist multi-boutique focussing on long-only, unconstrained investments. Being an active manager with a global reach and a strong focus on equities, fixed income, multi-asset class, thematic and alternative investing, we have around CHF 86 billion of assets under management on behalf of institutional and wholesale Clients.

Within the team Client Onboarding we are looking for an Institutional Solutions Manager in Zurich.

In this function you will face the following challenges:
  • For your client portfolio, act as the single point of entry for the AM sales teams and their clients for all investment product setups and investment inquiries

  • Consult internal and external clients on investment product setups, risk and operational aspects, regulatory developments and further develop the solution offering together with Product Legal and Product Development

  • Coordinate and facilitate the setup of client accounts, ensure project management and controlling in relation with launches, custody transfers, liquidations, update of investment guidelines and any other life cycle activities

  • Develop a clear understanding of client needs, identify and exploit areas of improvement in collaboration with AM Global Sales, the Investment Boutiques and the Product Platform

  • Support establishment and maintenance of efficient and well documented client onboarding and life cycle procedures

Your competences are:
  • Minimum 7 years of experience in the asset management industry, either in a product management or a client-facing role

  • Proven expertise in product management of discretionary mandates and/or investment fund structures

  • Practical experience in leading inter-disciplinary projects

  • Service orientation, paired with a solution-oriented attitude

  • Dedicated team player

  • Fluent in German and English in word and writing, French is considered as an asset


Ms. Denise Geiger, Corporate Human Resources, +41 58 283 59 21

We are looking forward to your online application.
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