VO

Discretionary Mandates Portfolio Lead for Private Clients

Vontobel Holding AG thalwil Posted 22 Oct 2026 Closing: 21 Nov 2026
Permanent Hybrid Featured
CHF150 - CHF210

Role Description & Technical Scope

Vontobel Holding AG in Zurich seeks an initiative, independent Client Portfolio Manager for Discretionary Mandates. You will be the first entry point and expert for the DPM offering within Private Clients and support relationship managers to propose standard or custom mandates.

Interact with clients and RMs as a specialist for macro views, portfolio positioning and performance development; prepare investment proposals and run client meetings, including the French-speaking part of Switzerland.

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Key Details
  • Date Posted: 22 Oct 2026
  • Location: thalwil
  • Employment: Permanent
  • Workplace: Hybrid
  • Domain: Finance
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Vontobel Holding AG
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