Within the Swiss Institutional Clients team, you will support pension funds, insurers and family offices, contributing to both new business development and the maintenance of long-term client relationships.
This role targets ambitious candidates aiming to move into a client-facing relationship management position within three years. You will initially support senior Relationship Managers, build a deep understanding of clients, products and sales processes, and gradually take on more responsibility, including direct client interaction.
We provide the training, exposure and mentorship needed to succeed in institutional sales. In return, we seek motivated, curious individuals eager to develop into trusted business developers and eventually manage institutional client relationships independently.
The position suits candidates with first experience in client servicing, sales support or relationship management in asset management who are ready to take the next step into a front-office sales role.
What would your role be?
- You support Relationship Managers in managing and growing institutional client relationships.
- You prepare presentations, sales materials, market updates and portfolio reviews as well as coordinate client meetings, events and follow-ups to ensure a seamless experience.
- You support RFPs, DDQs as well as client information requests.
- You maintain CRM data, sales pipelines and reporting as well as contribute to process improvements and digital initiatives.
- In a second step, you link the team members with one Vontobel investment boutique and become the team’s content expert for this asset class.
- In a final step, you join client events, meetings and pitches to learn the relationship management role.
What are we looking for?
- Initial experience within institutional client servicing, sales support, client relationship management or a similar role within asset management.
- A clear ambition to pursue a long-term career in institutional sales and client relationship management.
- Master’s degree with an excellent academic record, seeking an opportunity in an international work environment
- Strong interest in financial markets, investments and institutional asset management.
- Excellent communication and stakeholder management skills.
- Proactive, curious and commercially minded with a strong sense of ownership.
- Fluency in German and English.
- Proficient in Microsoft Office applications (Excel, PowerPoint and Word), with ideally some experience of CRM systems (e.g. Salesforce) and the effective use of data and AI tools for market intelligence, research and analytical purposes.
What do we offer?
- Opportunity to work for a leading active asset manager in an international environment and develop expertise in active asset management working with institutional clients
- Top Zurich location
- 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.
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?
Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.
At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.
If you have any questions you can contact us through our contact form.