Junior Client Portfolio Manager - Swiss Equities
Vontobel Beteiligungen AG
Publication date:
07 October 2024Workload:
100%Contract type:
Permanent position- Place of work:Zurich
Are you looking for a new challenge to further develop your career? We are currently seeking a highly driven, energetic junior professional to join us as a Junior Client Portfolio Manager (CPM). In this role, you will help support the growth of our client base, as well as contribute to future product and client development across the boutique.
Our CPMs support our Portfolio Managers by delivering investment messaging to clients and representing the boutique in meetings and communications with prospects, clients, and consultants. The CPMs work across client segments, bringing investment expertise and commercial drive to advanced prospect situations and servicing existing clients in line with the sales plan.
Vontobel’s Swiss Equity team, which this role will primarily support, manages CHF 6.5 billion in assets across large-cap, mid-cap, and small-cap income and sustainable strategies for institutional and intermediary clients. The franchise has built significant assets based on the quality of the team, its investment approach, and performance.
Our CPMs support our Portfolio Managers by delivering investment messaging to clients and representing the boutique in meetings and communications with prospects, clients, and consultants. The CPMs work across client segments, bringing investment expertise and commercial drive to advanced prospect situations and servicing existing clients in line with the sales plan.
Vontobel’s Swiss Equity team, which this role will primarily support, manages CHF 6.5 billion in assets across large-cap, mid-cap, and small-cap income and sustainable strategies for institutional and intermediary clients. The franchise has built significant assets based on the quality of the team, its investment approach, and performance.