Apply for Head of Global Client Services Role at Vontobel Holding AG

Switzerland Job Openings

Vontobel Holding AG

Head of Global Client Services

Zürich

October 15, 2024

Zürich / Genferstrasse 27

Are you an experienced senior client service professional with global expertise, ready for your next challenge? At Vontobel, we are committed to continuously enhancing our client offerings. As part of this commitment, we're establishing a new team in Zurich to work closely with our global client teams, ensuring that we consistently elevate the quality of our services.

Vontobel Asset Management is a globally recognized active asset manager, operating with a multi-boutique approach. We offer institutional and intermediary clients tailored investment solutions across various strategies and asset classes.

The Head of Global Client Services will play a pivotal role in leading and developing a global client service team that supports our four sales regions (Switzerland, EMEA, APAC, and Americas) as well as our Investment Boutiques. This is a new role focused on ensuring seamless and superior service delivery across the globe while standardizing and enhancing internal processes.

What would your role be?
Strategic Leadership & Team Development

Build and lead the Global Client Services team, covering all regions and investment boutiques.
Drive a global service strategy, ensuring consistency in service standards and delivery across regions, while allowing for regional customization based on market needs.
Act as a strategic partner to senior leadership and collaborate with Sales, Product, Investments, and other key stakeholders to ensure alignment in client servicing objectives and initiatives.

Client Service Management

Internal Process Coordination & Optimization: Collaborate with internal teams (Investment, Product, Marketing, Legal, Compliance, RFP, Onboarding, etc.) to streamline client servicing workflows. Standardize processes across regions to improve efficiency, while tailoring for local needs when necessary.
Client Reporting & Data Management: Act as the first point of contact for sales teams and clients on reporting-related inquiries, including performance, asset breakdowns, risk metrics, and other investment data. Lead initiatives to enhance the accuracy, consistency, and accessibility of client reports.
Service Quality & Consistency: Ensure high-quality service delivery, tailored to clients’ evolving needs. Oversee the implementation of standardized, simplified, and scalable service offerings that cater to all client segments. Define key performance indicators (KPIs) considering end-to-end processes.

Cross-Departmental Collaboration & Stakeholder Management

Internal Stakeholder Management & Cross-Departmental Communication: Build strong relationships across all regions and departments ensure effective communication and collaboration between internal teams to meet service delivery timelines, maintain data accuracy, and uphold reporting standards.
Stakeholder Feedback & Process Enhancement: Facilitate a feedback loop between clients, sales teams, and internal stakeholders to continuously improve the client service model. Identify process gaps and risks, and develop action plans to mitigate them.

Service Improvement & Innovation

Continuous Improvement Initiatives: Drive ongoing initiatives to enhance internal processes and streamline communication flows between teams. Identify and implement best practices for service delivery, data management, and client reporting.
Client Feedback & Solution Delivery: Develop and maintain a feedback mechanism for clients to ensure their needs are met proactively. Continuously evaluate and refine the firm’s client service capabilities to close gaps and manage risks.
Project Management: Lead and contribute to global and regional projects aimed at enhancing client servicing procedures, in line with industry best practices.

What are we looking for?

Minimum 10 years of experience in asset management or financial services, with a focus on client services, project management, and process improvement.
Proven experience in managing global or regional teams, with an emphasis on delivering high-quality service to institutional clients.
In-depth understanding of investment products and asset classes (Fixed Income, Equities, Multi-Asset).
Demonstrated experience in data management, reporting, and workflow optimization within a multi-national framework.
Strong leadership and strategic thinking skills with the ability to influence and collaborate across diverse teams and geographies.
Excellent interpersonal and communication skills, capable of engaging at all levels of the organization.
Proven track record in driving continuous improvement and standardizing processes across regions.
Fluent in English; proficiency in German or other languages is a plus.
Ability to thrive in a fast-paced, global environment with a proactive and hands-on approach.

What do we offer?

Top Zurich location with collaboration spaces (including rooftop terraces) 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 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?

We regret to inform you that this job opportunity is no longer available as it has expired

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