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Senior Client Portfolio Manager for Discretionary Mandates

Bank Vontobel
Zurich, Switzerland
Closing date
Mar 16, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider with Swiss roots, we specialize in wealth management, active asset management and tailor-made investment solutions.

We are looking for an initiative, independent and persuasive personality who is willing to take on great responsibility & challenging tasks as Senior Client Portfolio Manager for Discretionary Mandates.

Your opportunity
  • Act as first entry point to and expert for Vontobel's discretionary (DPM) offering within Wealth Management
  • 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 Wealth Management clients and run client meetings together with relationship managers
  • Join internal and client events as specialist for discretionary mandates (incl. performance presentations and roadshows)
  • Be part of a dynamic, diverse team representing a key strategically important business of Vontobel

You bring
  • University degree in finance, CFA as an appreciated asset
  • Several 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
  • Seniority and conviction to achieve our goals with our business partners
You are
  • Highly motivated team player, with strong analytical skills and willingness to take ownership on several tasks
  • Flexible, proactive, open-minded attitude, with a strong desire to improve things
  • Excellent knowledge of and practical experience in financial markets and instruments, portfolio management and investments
  • Excellent written and verbal communication skills in German, English and preferably French and/or Italian, and strong client presentation and communication skills

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form .

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