What would your role be:

• Actively manage multi-asset class portfolios for institutional clients
• Conduct thorough market research and analyze financial data
• Analyze and evaluate potential risks associated with investment decisions, developing and implementing risk management strategies
• Construct and manage investment portfolios, considering the clients’ asset allocation, risk tolerance, and investment objectives
• Execute trades when appropriate, ensuring timely and efficient portfolio adjustments
• Provide regular reports to clients, keeping them informed about decision-making process, portfolio performance and market trends
• Collaborate with other investment professionals, including investment strategists, research analysts, traders, and portfolio managers, to ensure optimal portfolio performance
• Develop and maintain relationships with clients and sales teams
• Adhere to Vontobel’s internal guidelines and policies and common rules and regulations

What are we looking for:

• Strong analytical and research skills
• In-depth understanding and experience of portfolio management, portfolio construction, asset allocation and risk management
• Extensive knowledge of financial markets and familiarity with financial modeling
• Personal integrity and ability to maintain confidentiality of company and client information
• Ability to collaborate effectively across departments and with external stakeholders
• A bility to think and decide independently, have a risk-taking mentality
• Excellent verbal and written communication skills
• Able to deliver ‘client-ready’ (accurate, consistent, polished) output that clearly communicates key messages

Your profile:

• University degree (or equivalent) in Finance, Economics, or related field
• Certification in good standing, such as CFA, CAIA, or CFP considered an asset
• Minimum 5 years of discretionary portfolio management experience in a private bank, or asset management company
• Proven track record ideally in multi-asset, but strong single asset-class managers (equity/fixed income) seeking to expand into multi-asset will likewise be considered
• Quantitative / programming skills are a plus
• L anguage requirements: German & English fluency is a must have, French a plus

What do we offer?

• Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch
• Friendly, diverse team in an open-office space with dancing walls
• 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. Even if you do not meet every single requirement, if this role sounds like a good fit for you, we encourage you to apply.

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. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.

Do you want to be Vontobel?