Client Portfolio Manager

vor 1 Woche

Zürich, Schweiz Vontobel Vollzeit

Are you a passionate individual with strong technical understanding of investing and excellent communication skills? We are looking for a Client Portfolio Manager (CPM) on a temporary, maternity cover basis, to support our Quantitative Investments and Multi-Asset boutiques.

The CPM supports our investment team by representing their boutique in all communications with prospects, clients and consultants. The CPMs work across client segments and regions as they bring investment expertise and commercial drive to advanced prospect situations and service existing clients.

Our CPMs have unrivalled access to insight from our Investment Teams. They protect our investment culture and ensure transparency, consistency and accuracy of verbal and written messaging internally and externally.

What would your role be?

  • Working closely with the investment team to originate and approve investment content and marketing messages. This includes working with boutique heads on creating presentations, thought pieces as well as investment insights for new business opportunities, solution concepts, roadshows and performance reviews.
  • Author presentations, commentaries and responses to questions from clients, prospects and consultants when required.
  • Support the Multi-Asset boutique in the roll out of the Conviction Funds to institutional clients.
  • Work with regional client teams to support their client and prospect engagement for the boutiques’ funds, mandates and solutions. This includes content as well as key selling messages.
  • Act as gateway for client teams to engage with the boutiques on specific solutions opportunities. Review the opportunities and work with the investment team on feasibility and match to our capabilities.
  • Provide investment messaging and performance context to internal staff, including investment team members, global salesforce, investment writers, and other staff responsible for producing and delivering content to internal and external audiences.
  • Support product management – boutique support for fund launches and updates.
  • Maintain in-depth investment knowledge (attend investment meetings, read research reports, utilize information services, etc.) to credibly represent the Investment Teams.

What are we looking for?

  • Passionate about active investing.
  • Good technical knowledge and interest in quantitative and multi-asset investing.
  • Excellent written and oral communication skills.
  • Proficient at creating and writing presentations as well as investment content.
  • Prioritization, attention to detail, follow-up with a sense of urgency and organizational skills are essential.
  • Ability to adjust according to audience as we communicate to clients across different regions and channels, across formats that range from one-to-one meetings to keynote speeches.
  • 10+ years investment or other relevant experience.
  • Bachelor’s Degree, Master’s Degree a plus.
  • CFA and/or other investment designations a plus.
  • Comfort working in a very entrepreneurial, investment-led team environment.
  • Fluency in English, additional languages welcome.
  • Strong proficiency in MS PowerPoint.

What do we offer?

  • 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.
  • Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.

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. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in 27 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

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.

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