Client Portfolio Manager for Discretionary Mandates — Vontobel
- Location
- Zürich
- Contract
- full-time
- Posted
- 6 days ago
Role overview
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
- 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?
Application process
- 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 a
- 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.
- Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.
Company and context
- 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
Additional details
- Flat hierarchy with collaboration at all levels Campus feeling and a collaborative spirit
Notes and original content
- Flat hierarchy with collaboration at all levels
- Campus feeling and a collaborative spirit
Questions about this listing
What salary does Vontobel offer for this role?
Vontobel lists CHF 101'500 - 154'000 gross per year for this position in Zürich. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Vontobel offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Vontobel during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at Vontobel?
Use the "Apply now" button on this page — it links directly to Vontobel's original listing at vontobel.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
