Client Portfolio Manager for Discretionary Mandates

Vontobel Holding AG; Zürich; Hybrid; CHF 120.000 - 160.000; Vollzeit

Zusammenfassung

Vontobel Holding AG in Zurich seeks an autonomous Client Portfolio Manager for Discretionary Mandates to serve as the first entry point and expert for the DPM offering within Private Clients.

You will partner with relationship managers to propose standard or custom mandates, prepare investment proposals, and run client meetings across regions including the French-speaking part of Switzerland, while contributing to monthly performance updates and dedicated mandate ownership.

Qualifikationen

• University degree in finance or equivalent.
• 5+ years in financial industry advising on investment solutions.

Aufgaben

• Act as entry point to Vontobel’s discretionary (DPM) offering within Private Clients.
• Sparring partner for relationship managers on multi-asset managed solutions.
• Interacting with clients and RMs on macro views, portfolio positioning and performance.
• Prepare investment proposals and pitches, and run client meetings across regions including French-speaking Switzerland.
• Join internal and client events as a specialist for discretionary mandates.
• Prepare monthly performance updates for Portfolio Managers.
• Own dedicated special mandates in collaboration with portfolio managers.

Kenntnisse

Financial markets knowledge

Portfolio management

Client presentation

Analytical skills

Programming languages

Team player

Sales mindset

Ausbildung

University degree in finance

Tools

Programming languages

Jobbeschreibung

Client Portfolio Manager for Discretionary Mandates

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

All the latest technology to help you excel and advance

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.

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.