The Product Manager for Institutional Mandates manages segregated accounts for Swiss and international institutional clients within the Institutional Solutions team. The role oversees onboarding and offboarding projects, coordinates change requests, conducts feasibility studies, and consults clients on investment product setups and regulatory developments. Candidates require a minimum of 5 years of asset management experience in product management, project management, or client-facing roles, alongside fluency in German and English.
Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. We offer institutional and intermediary clients tailored products and services, including segregated accounts (mandates) across a range of investment strategies and asset classes.
As part of the Institutional Solutions team, you will manage segregated accounts for Swiss and international institutional clients, supporting onboarding and offboarding projects and implementing lifecycle activities in response to client and internal stakeholder needs.
What would your role be?
- Lead the onboarding of new mandates
- Coordinate change requests for existing mandates by leading internal feasibility checks, consolidating feedbacks and providing the solution to sales and/or clients
- Consult internal and external clients on investment product setups, risk and operational aspects, regulatory developments and further develop the solution offering
- Run feasibility studies related to legal and operational aspects, in close collaboration with internal experts
- Support establishment and maintenance of efficient and well documented client onboarding and life cycle procedures
- Contribute to projects related to new/amended/upcoming local regulations
What are we looking for?
- Minimum 5 years of experience in the asset management industry, either in a project management, product management or a client-facing role
- Proven experience with mandates and/or fund structures across different domiciles
- Strong problem-solving skills with a proactive, hands-on approach
- Digital and data-oriented mindset
- Strong interpersonal and communication skills, with the ability to effectively collaborate across teams, departments and seniority levels
- Fluent in German and English, both spoken and written; additional languages are a plus
What do we offer?
- Top work location with collaboration spaces and free lunch
- Friendly, diverse team in an open-office space
- All the latest technology to help you and your team excel and advance
- Agile environment in how we think, the way we work and our trust for each other
- Flat hierarchy with collaboration at all levels
- Campus feeling and a collaborative spirit
Why Vontobel?
At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 29 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.
Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world.
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.
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