Client Service Specialist

With portfolio management teams in Zurich, London and New York, Vontobel Asset Management is a specialist investment manager with a multi-boutique approach and has a track record of strong and consistent growth. As a multi-boutique we focus on Equities, Fixed Income, Multi Asset Class, and Alternative Investing, actively managing over CHF 125bn of assets on behalf institutional and intermediary clients globally.

As a house with almost 100 years of roots in the financial industry, Vontobel decided in 2009 to establish its representative office in Frankfurt am Main. Since then, the company and the team have been able to distinguish themselves as a partner for our clients in the areas of mutual funds and institutional solutions. Although the business has grown significantly in recent years, we still see a lot of additional potential in the German market, thanks to an expanded product offering, an excellent track record and our very solid market reputation as a... performance-oriented active asset manager. To support further growth, we are looking for a Client Service Specialist based in Frankfurt to support the Head Sales Germany and Austria, as well as the entire team.

Your opportunity
Your Opportunity

This is an entrepreneurial role with significant scope for value creation. A real passion for organisational and structural work and a desire to work in a team are essential.
• Supporting Relationship Managers in the delivery of their client objectives.
• Preparing client and presentation meetings
• Handling client enquiries and coordinating with internal departments
• Assist in the preparation of business plans, including acquisition strategy, marketing plan and management communications
• Monitoring sales activities, sales plans and customer segmentation
• Contributing to the planning of roadshows and marketing campaigns in coordination with the marketing team
• Organisation of team meetings
• Steering the reporting structures within the assigned customer segments

Requirements:
• a completed commercial apprenticeship, business studies or equivalent professional experience
• Ability to adapt quickly to new situations
• Strong entrepreneurial spirit and commercial mindset
• Ability to work both independently and as a team player
• Strong communication and interpersonal skills
• German mother tongue and excellent English (verbal and written).
• High personal integrity
• Salesforce knowledge (CRM system) is a big plus

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
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