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Private Clients: Discretionary Mandates Portfolio Lead

Vontobel Holding AGhttps://static.whatjobs.com/static/ajCore/img/jobPosting/companyLogo/whatJobs_ob_default.png United Kingdom Posted 23 Oct 2026 Closing: 22 Nov 2026
Permanent Hybrid Featured
Competitive
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Role Description & Technical Scope

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.

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This opportunity is hosted on Vontobel Holding AGhttps://static.whatjobs.com/static/ajCore/img/jobPosting/companyLogo/whatJobs_ob_default.png. Click below to view full details and submit your application.

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Key Details
  • Date Posted: 23 Oct 2026
  • Location: United Kingdom
  • Employment: Permanent
  • Workplace: Hybrid
  • Domain: Finance
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Employer Profile
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Vontobel Holding AGhttps://static.whatjobs.com/static/ajCore/img/jobPosting/companyLogo/whatJobs_ob_default.png
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Enterprise technology firm or security consultancy operating across the UK digital defense ecosystem.

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