Client Portfolio Manager for Discretionary Mandates

We are looking for an initiative, independent and persuasive personality who is willing to take on great responsibility & challenging tasks as 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

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

Excellent written and verbal communication skills in German, English and strong client presentation and communication skills. French and/or Italian would be a strong asset.

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?

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