Client Portfolio Manager

vor 1 Woche

Zürich, Zürich, Schweiz Robeco Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

Department

Robeco has over 25 years of experience in thematic investing and currently manages more than EUR 15 billion across 13 thematic strategies. Our team of around 40 investment professionals – including portfolio managers, analysts, client portfolio managers, and investment specialists – is based in Zurich and Rotterdam. We actively manage thematic equity funds and mandates for a global client base spanning Asia, the Middle East, Europe, and the Americas.

As a Thematic Client Portfolio Manager (CPM), you will act as a key link between Robeco's investment teams and global Sales organization. Your mission is to help raise and retain assets in our thematic strategies by delivering compelling insights and client engagement. You will develop deep knowledge of our investment strategies, portfolio holdings, and market trends to provide clear, impactful updates to clients and prospects worldwide.

Position & Requirements

Responsibilities

  • Build and maintain in-depth knowledge of Robeco's thematic strategies through close collaboration with portfolio managers.
  • Represent thematic strategies in client meetings (including prospects), at client events or internal forums.
  • Prepare high-quality client presentations and marketing materials.
  • Respond to client and Sales queries, and review RFPs and DDQs.
  • Support investment teams in client meeting preparation and follow-up.
  • Manage regular internal and external reporting tasks.
  • Contribute to internal projects and business development initiatives.

Requirements

  • Minimum 7 years of relevant experience, including direct client interaction in a product expert role.
  • Bachelor's or Master's degree in Finance, Business Administration, or a related field.
  • Solid understanding of asset management and equity fund products.
  • Affinity for use of AI and seeking efficiency improvements.
  • Self-starter with strong organizational skills and ability to manage multiple priorities under pressure.
  • Proactive, flexible team player with a collaborative global mindset.
  • Strong analytical skills and attention to detail, combined with pragmatic problem-solving.
  • Client-focused and results-driven, with excellent time management.
  • Comfortable working in a fast-paced, dynamic environment.
  • Exceptional communication skills in English and at least one additional European language (French, Italian, or Spanish preferred).

All applications will be treated with the utmost confidentiality. An assessment and integrity test may be used in the selection procedure.

Robeco Recruiting Team

  • Thematic Client Portfolio Manager

    vor 1 Woche

    Zürich, Zürich, Schweiz Robeco Vollzeit CHF 120'000 - CHF 180'000 pro Jahr

    Robeco has over 25 years of experience in thematic investing and currently manages more than EUR 15 billion across 13 thematic strategies. Our team of around 40 investment professionals – including portfolio managers, analysts, client portfolio managers, and investment specialists – is based in Zurich and Rotterdam. We actively manage thematic equity...

  • Portfolio Manager

    vor 2 Wochen

    Zürich, Zürich, Schweiz Bank J. Safra Sarasin Vollzeit CHF 120'000 - CHF 180'000 pro Jahr

    Your Role As Portfolio Manager - Multi Asset Private Banking at Bank J. Safra Sarasin you are an ambitious and service oriented person who is seeking to contribute to the sales efforts of our Discretionary Portfolio Management and provide reliable portfolio implementation along the bank's investment policy as well as active communication with internal and...

  • Client Manager

    vor 19 Stunden

    Zürich, Zürich, Schweiz sumixx Vollzeit $ 80'000 - $ 120'000 pro Jahr

    sumixxis a fintech innovator specializing in secure, transparent and instant multi-currency payment solutions for high-value cross-border transactions. With a focus on the real estate sector, sumixx bridges financial technology with global markets and enabling seamless payments.To strengthen our footprint in the Middle East, we are seeking a...

  • Junior Portfolio Manager

    Vor 3 Tagen

    Zürich, Zürich, Schweiz Everon AG Vollzeit CHF 80'000 - CHF 110'000 pro Jahr

    We are seeking a passionate, detail-oriented, and reliableJunior Portfolio Managerto join our investment team. In this role, you will work closely with senior decision-makers and contribute directly to both the strategic and operational development of our portfolio management and investment processes.This is a unique opportunity to gain hands-on experience...

  • Portfolio Manager

    Vor 3 Tagen

    Zürich, Zürich, Schweiz G-20 Group Vollzeit

    About G-20The G-20 Group is a pioneer in Quantitative Trading systems in cross-asset markets. Headquartered in Switzerland, we operate at the intersection of Quantitative Research, Software Engineering and Trading. The team combines a startup mindset with extensive experience in proprietary Trading, Technology and Quantitative Finance.Role OverviewWe are...

  • Relationship Manager, CIS Clients

    vor 1 Woche

    Zürich, Zürich, Schweiz Delta Executive Search Vollzeit CHF 120'000 - CHF 240'000 pro Jahr

    Our client, a tier 1 bank, is seeking an experienced Senior Private Banker to focus on covering CIS clients, particularly from Kazakhstan. The individual would be based in either Switzerland, London or LuxembourgThis role is focused on building a portfolio of high-net-worth (HNWI) and ultra-high-net-worth (UHNWI) clients. The successful candidate will...

  • Intern in the Thematic Client Portfolio Management

    vor 1 Woche

    Zürich, Zürich, Schweiz Robeco Vollzeit CHF 80'000 - CHF 100'000 pro Jahr

    DepartmentRobeco has over 25 years of experience in thematic investing and currently manages more than EUR 15 billion across 13 thematic strategies. Our team of around 40 investment professionals – including portfolio managers, analysts, client portfolio managers, and investment specialists – is based in Zurich and Rotterdam. We actively manage thematic...

  • Senior Portfolio Manager Fixed Income UHNWI

    vor 2 Wochen

    Zürich, Zürich, Schweiz LGT Crestone Wealth Management Limited Vollzeit CHF 120'000 - CHF 240'000 pro Jahr

    LGT is the world's largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.With around 800 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent...

  • Portfolio Manager Equity Selection

    Vor 3 Tagen

    Zürich, Zürich, Schweiz LGT Bank Vollzeit CHF 120'000 - CHF 200'000 pro Jahr

    LGT is the world's largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.With around 600 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent...

  • Business Portfolio Manager Data

    vor 1 Woche

    Zürich, Zürich, Schweiz SIGMA7 GmbH Vollzeit CHF 100'000 - CHF 120'000 pro Jahr

    Business Portfolio Manager Data & Analytics (w/m/d) 8 Tage alt Angaben zum Job Firma 80% - 100% | IT / Business Engineering | Zürich | Berufserfahrene Möchtest du die Zukunft unserer Daten- und KI-Landschaft gestalten und die Brücke zwischen Business, IT und Innovation schlagen? Als Business Portfolio Manager übernimmst du die Verantwortung für das...