Business Management Specialist, Institutional Clients - DACH business (100%)

Are you excited about driving operational excellence in a dynamic environment?
Do you thrive at the intersection of strategy, coordination, and client-focused execution? Are you ready to make an impact by supporting senior leadership and regional sales teams across the DACH region?
At Vontobel Asset Management, we are seeking a highly organized and proactive professional to join our team as a Business Management Specialist. This role offers a unique opportunity to work directly with the Regional Sales Head of DACH Business, based in Zurich, Switzerland. If you have a proven track record in asset management, a strategic mindset, and a passion for enabling success, we would love to hear from you!

What would your role be?

Strategic Business Management

• Act as a trusted partner to the Regional Sales Head DACH in defining and executing the region's strategic priorities

• Coordinate strategic initiatives, business plans and key performance indicators (KPIs), ensuring alignment with broader organizational objectives

• Conduct market and competitor analysis to identify growth opportunities and support regional business development strategies

• Prepare high-quality presentations, management reports and business materials for senior stakeholders, clients and internal governance forums

Coordination & Executive Support

• Provide proactive support to the Regional Sales Head DACH in the day-to-day management of the business and regional activities

• Support the preparation and follow-up of leadership meetings, including agenda management, action tracking and stakeholder coordination

• Act as a central coordination point across teams and functions, ensuring timely communication and efficient information flow
• Coordinate complex agendas, meetings and travel arrangements, ensuring effective prioritization and smooth execution

Project Management & Operational Excellence

• Lead and coordinate cross-functional and cross-regional projects, ensuring delivery against timelines, objectives and global priorities

• Build strong relationships with internal stakeholders across Sales, Product, Marketing, Compliance, Client Services and Operations

• Support sales enablement activities, including CRM oversight (Salesforce), pipeline monitoring and business performance tracking

• Contribute to a collaborative and high-performing team environment, including support for onboarding and team integration initiatives

Governance & Regulatory Oversight

• Ensure adherence to internal governance standards, compliance requirements and regulatory frameworks applicable to the regional business

• Coordinate governance-related processes, approvals and documentation in partnership with Compliance, Legal and Risk teams

What are we looking for?

Education & Experience

• Master’s degree in business administration, Finance, Economics, or a related field

• Minimum of 5 years of experience in a business management, sales support, or strategic role within the asset management or financial services industry

Skills & Competencies

• Strong strategic thinking and analytical skills, with the ability to translate insights into actionable plans

• Creative mindset capable of thinking outside the box

• Exceptional organizational and project management skills, with a proven ability to manage multiple priorities in a fast-paced environment

• Excellent communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization

• High level of discretion and professionalism; trusted to handle sensitive and confidential information

• Fluent in English and German

• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook), CRM tools (Salesforce), and familiar with Al prompting

What do we offer?

• Top Zurich location with collaboration spaces and free lunch

• Friendly, diverse team in an open-office space

• All the latest technology to help you 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

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 27 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.