Private Clients: Discretionary Mandates Portfolio Lead
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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Key Details
- Date Posted: 23 Oct 2026
- Location: United Kingdom
- Employment: Permanent
- Workplace: Hybrid
- Domain: Finance
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