Vontobel Beteiligungen AG
Zurich
2 months ago
Working Student (60%) - Institutional Clients RFP Team
- 14 January 2026
- 60%
- Permanent position
- Zurich
Job summary
Join our RFP/DDQ team to acquire new business and retain clients. This role offers a great learning opportunity with benefits.
Tasks
- Complete Requests for Proposals (RFPs) to win new business.
- Assist in Due Diligence Questionnaires (DDQs) for client retention.
- Work closely with seniors, progressing to key task ownership.
Skills
- Data-savvy individual with strong client service mentality required.
- Keen interest in active management and client needs.
- Desire to learn and grow in investment management.
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About the job
Do you enjoy winning new business? Do you have a keen interest in active management and a desire to understand the needs of institutional clients? If you're a data-savvy individual with a strong client service mentality, then we have the perfect opportunity for you.Join our RFP/DDQ team, which plays a pivotal role in acquiring new business and retaining existing clients by completing Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs).
As a working student, you will initially work under the close guidance of senior team members to learn the ropes, quickly progressing to take ownership of key tasks as you grow in confidence and competence.
This role offers a rich learning experience, equipping you with a deep understanding of the operations of an investment management firm and paving the way for a full-time role in the industry.
