Reporting to the Head of Asia-Pacific, the role will be responsible for supporting the sales of Vontobel’s broad array of strategies to current and potential institutional clients in the Asia ex Japan ex Korea and Australia/New Zealand regions. The role will also entail servicing clients in the Asia ex Japan ex Korea and Australia/New Zealand regions.
The role requires strong sales and client servicing management skills as well as strong investment and product knowledge. The successful applicant would be an independent self-starter with experiencing managing internal and external stakeholders.
Main Responsibilities:
- Implement and support Vontobel’s sales strategy in the Asia ex Korea ex Japan region with a secondary focus on Australia/New Zealand.
- Maintain and nurture existing client relationships, working with regional client services professionals to ensure best in class client experiences.
- Position and sell Vontobel’s equity, fixed income, and multi-asset products to institutional clients and prospects in the region. This will involve prioritization of accounts, research, scheduling meetings and initiating discussions with clients and prospects to identify their strategic and tactical goals.
- Coordinate events and sponsorship opportunities to elevate Vontobel brand in the region.
- Partner closely with the broader Asia Pacific team to advance the regional business plan and with the Regional Sales Head to develop strategic opportunities across the region.
- Provide constructive feedback on strategies, market / industry trends and best practices to management, sales and investment management teams.
- Engage internally across the organization to partner with the product, marketing and investment resources of the firm to address the needs of our clients.
- Build positive relationships across the broader global sales organization, investment communications, operations, legal, compliance and other internal teams critical to the end-to-end client lifecycle.
- Ensure that all compliance and legal requirements are met and business is conducted in line with best practice, taking appropriate action where necessary
What are we looking for?
- Relationship Manager with proven track record in institutional client relationship management and acquisition with at least 5-7 years of asset management sales experience covering Asia-Pacific institutional clients.
- Good knowledge of Asia-Pacific institutional markets, including sovereign wealth funds, central banks, pension funds, corporates and insurance companies. Strong Greater China network a plus.
- Independent, entrepreneurial, client-focused mindset with strong drive and ambition to establish and grow the firm’s business in the region.
- Strong technical investment product knowledge across public and private market asset classes.
- Strong communication, interpersonal and presentation skills
- Outstanding communication skills in English and Mandarin (verbal and written). Other language abilities a strong plus.
- Willingness to travel for work
- High personal integrity
What do we offer?
- 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.
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 over 25 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.
What We Do
Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the client’s perspective – as an investor for investors.
This includes continually rethinking how to empower investors – something we have engaged in for over 100 years. Harnessing the power of technology allows us to deploy our investment expertise across multiple platforms and ecosystems, while aiming to offer an individualized and high-quality client experience.
Our conviction that successful investing begins with the assumption of personal responsibility means we focus on empowering employees to unlock their potential, take ownership of their work, and bring opportunities to life. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients.
Important legal notice: This publication is deemed to be marketing material within the meaning of Article 68 of the Swiss Financial Services Act and is provided for informational purposes only. We will be happy to provide you with additional information about the specified financial products, such as the prospectus or the basic information sheet, free of charge, at any time
