Client Portfolio Manager Fixed Income

Bank Vontobel AG
Zurich, Switzerland
Aug 10, 2019
Sep 10, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Within our AM Global Sales we are looking for a Client Portfolio Manager Fixed Income in Zurich.

Your challenge:
  • Manage all product and marketing related work streams with a focus on the Corporate Bonds team plus Global & Swiss Bonds team
  • Work with the Portfolio Management team to develop the investment message and investment process
  • Be on top of relevant market trends and portfolio positioning, be able to explain and defend the current portfolio
  • Represent the Portfolio Manager and core strategies in client meetings, on road shows, in sales trainings and in internal investment or management committees
  • Act as a link to Investment Communications and Marketing teams with responsibility to sign off all client facing materials
  • Author and coordinate updates commentaries, articles and presentations
  • Analyze portfolios and the attribution of performance
  • Work with sales to ensure ongoing sales efforts and enhance the investment propositions on the back of client feedback

Your Qualification
  • 10+ years experience, ideally in a similar role or in Portfolio Management
  • Deep knowledge and passion for Fixed Income, especially Corporate Bond markets
  • Enjoys writing investment commentary or visualizing investment contents in PowerPoint
  • Strong analytical skills
  • Experience in client facing activities and teamwork
  • Balanced personality mix of big picture thinker, creative mind and attention to detail
  • Ability to challenge ideas and concepts but to adhere to process
  • Ability to communicate and present strongly to clients across different regions and channels and to present in front of an audience, if required
  • Hands on and problem solving mentality
  • High degree of competency with tools like Excel, PowerPoint, Bloomberg, etc is a prerequisite
  • CFA or other investment qualification
  • German native speaker and fluent English. Additional languages welcome


Z├╝rich / Genferstrasse 27


Bianca Opitz
+41 58 283 73 90
Corporate Human Resources

Take ownership and bring opportunities to life. Be Vontobel.

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