At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a globally active, client-centric investment manager with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.
The CPM supports our Portfolio Managers by representing their boutique in meetings and communications with prospects, clients and consultants. Taking a global mandate, the CPMs work across client segments and regions as they bring investment expertise and commercial drive to advanced prospect situations and service existing clients in line with the Equity Global Sales plan.
Your Opportunity:
* Work closely with the Head of Quality Growth CPM Team to leverage Vontobel’s systematic global client engagement approach, to ensure in-depth understanding of the global Equity sales plan and pipeline and to leverage of our strong understanding of our clients’ selection situation and solution needs
* Represent the Investment Team in prospect, client and consultant meetings providing authority and expertise in communicating the investment approach, philosophy, and portfolio positioning of our Equity investment strategies
* Work with regional client teams to manage the global Equity engagement plan covering finals presentations, roadshows, event presentations and performance review meetings
* Act as close partner to our regional client teams by endorsing our business strategy and by taking a proactive commercial perspective in the advanced stages of the sales process and in client retention
* Have a keen eye for industry best practices and ensure best-in-class standards in preparation for and follow up after client engagements
* Authority to originate and approve investment content and marketing messages on behalf of the Investment Team
* Author commentaries, presentations and responses to questions from clients, prospects and consultants when required
* Maintain in-depth investment knowledge (attend investment meetings, read research reports, utilize information services, etc.) to credibly represent our the Investment Teams
* Represent the Equity boutiques’ engagement principles that globally guide our investment guidelines, commercial offering and service concept
Requirements:
* Passionate about fundamental equity investing
* Strong technical knowledge of equity investing
* Proven track record in client facing activities, incl. the ability to win finals presentation and handle demanding performance review meetings
* Ability to adjust according to audience as we communicate to clients across different regions and channels, across format that range from one to one meeting to key note speeches
* 10+ years minimum equities experience on the investment side
* 15+ years minimum institutional investment firm experience
* Bachelor’s Degree, Master Degree a plus
* CFA and/or other investment designations aplus
* Accustomed and willing to travel extensively both domestic and abroad according to dynamic meeting bookings
* Excellent written and oral communication skills; proficient at writing investmentcommentary
* Prioritization, attention to detail, follow-up with a sense of urgency and organizational skills are essential
* Comfort working in a very entrepreneurial, investment led team environment
* Fluency in English, additional languages welcome
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 .
About Us
At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead.
As a globally operating financial expert with Swiss roots, we specialize in wealth management, active asset management and investment solutions. We empower our colleagues to take ownership of their work and bring opportunities to life. Because we are convinced that successful investing starts with assuming personal responsibility. We relentlessly question the achieved, striving to exceed the goals and expectations of our clients.
The registered shares of the Vontobel Holding AG are listed on the SIX Swiss Exchange. The Vontobel families’ close ties to the company guarantee our entrepreneurial independence. We consider the resulting freedom an obligation to assume social responsibility as well.
Wealth Management
Vontobel Wealth Management is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.
Asset Management
Vontobel Asset Management is an active asset manager with global reach and a multiboutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients.
Digital Investing
Digital Investing bundles different investment solutions for private investors either directly or via ecosystems. It will also focus on the successful end-client business with structured products and complement it with a broader investment perspective.
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