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 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
• 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. 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

Asset Management

Patriot Act Certification

Deposit Insurance Scheme