Join our Investment Product Management team as we continue to build and maintain a best-in-class investment product shelf for our private wealth clients. In this role, you will play a key part in supporting the product lifecycle: from maintaining our shelf and conducting comparisons, coordinating product launches and creating product innovation, to preparing materials and managing investment communication dispatches. This is an opportunity to work in a close-knit, collaborative team where consistency, structure, and reliability are valued. You’ll contribute meaningfully to the day-to-day functioning of the team and gain deep exposure to investment products in a supportive environment

What would your role be?

• Support the maintenance of the product shelf, product innovation and product lifecycle events (launches, closures, changes)
• Prepare product-related materials and conduct product comparisons
• Use tools like Powerpoint and Excel to support reporting and analysis
• Handle day-to-day tasks (data updates, meetings, investment communication)
• Assist the team in delivering project-related work
• Learn the product landscape (funds, mandates, certificates), processes and internal systems to take more independent responsibility in the long term

What are we looking for?

• 1–3 years of experience in financial services, ideally with exposure to investment products, consulting, or business analysis
• Prior experience in Wealth Management / Private Clients as well as knowledge of Wealth Management processes are considered a strong plus
• A disciplined, hands-on mindset and a willingness to take ownership of essential day-to-day tasks
• Proficiency in PowerPoint and a keen eye for presenting content clearly and professionally
• Ability and interest to use Excel to organize, analyze, and present data effectively
• Proficiency in German and English, with either Italian or French as an additional asset
• A collaborative spirit and the ability to support others in their work
• X-Factor: A background or perspective that adds a twist to our team

What do we offer?

• Top Zurich location with collaboration spaces, free lunch and hybrid working
• Friendly, diverse team in an open-office space
• Agile environment in how we think, the way we work and our trust for each other
• Diverse employee benefits, including home office possibility up to 20%
• 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
• cosmofunding by Vontobel

Asset Management

Patriot Act Certification

Deposit Insurance Scheme

configure your cookie and tracking settings