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Intern Client Specialist

At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.

The successful candidate will be part of the Wealth Management 3-alpha Managed Solutions team. The team is responsible for the design and management of the discretionary portfolios and funds based on the 3-alpha investment philosophy®. This role supports our client-facing managed solutions specialists in analyzing client portfolios, defining portfolio strategies and proposing managed solutions. The role further supports the general content of our 3-alpha solutions. It is an ideal challenge for an open, structured and solution-oriented person with first or advanced experience in the industry.

Your Challenge

• Work with the client-facing mandate specialists to identify customer needs and advise on what might be the answer to customer needs or guidelines


• Work with the relationship management to ensure quality of service


• Prepare pitches and reviews together with and for mandate specialists and relationship managers


• Support the communication of the actions and results of the mandates through the preparation of content

 

Your Qualification

• University degree in Finance or equivalent


• Pursuing a CFA charter or equivalent


• First experience in Asset or Wealth Management


• Know-how in global financial markets and products


• Very strong communication skills and sales flair


• Fluent in English with other languages - especially German - an advantage


• IT user skills (i.e. PowerPoint, Excel, Bloomberg)

 

Standort

Zürich / Gotthardstrasse 43

 

Kontakt

Stephanie Pfister
+41 58 283 56 38
Corporate Human Resources

 

 

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