Client Portfolio Manager for Discretionary Mandates
What would your role be?
Act as first entry point to and expert for Vontobel’s discretionary (DPM) offering within Private Clients
Be a sparring partner for relationship managers with respect to multi asset managed solutions, supporting them to propose standard or custom mandates
Interact with relationship managers and clients as specialist for macro views, portfolio positioning, performance development and portfolio management
Prepare investment proposals and pitches for Private Clients and run client meetings together with relationship managers also for the French speaking part of Switzerland
Join internal and client events as specialist for discretionary mandates
Preparation of monthly performance updates for our Portfolio Managers
Responsible for dedicated special mandates (product ownership). Close collaboration with respective portfolio manager
Be part of a dynamic, diverse team representing a strategically important business of Vontobel
What are we looking for?
University degree in finance and at least 5 years of experience in the financial industry, with focus on advising internal or external clients on investment solutions
Ability to adjust according to audience as we communicate to clients across different regions and channels, across format that range from one to one meeting to key note speeches
Conviction to achieve our goals with our business partners
Willingness to work within an organization with a high sales and outgoing approach
Highly motivated team player, with strong analytical skills and willingness to take ownership on several tasks. Knowledge of one or more programming languages would be a valuable asset to the role.
Flexible, proactive, open-minded attitude, with a strong desire to improve things
Excellent knowledge and experience in financial markets and instruments, portfolio management and investments
Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working.
Excellent written and verbal communication skills in French, German, English and strong client presentation and communication skills. French, English and German speaking is a must!
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.
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 28 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. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.
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.