Client Portfolio Manager Fixed Income

At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.

Within our AM Global Sales we are looking for a Client Portfolio Manager Fixed Income in Zurich.

Your Challenge

  • Manage all product and marketing related work streams with a focus on the Corporate Bonds team plus Global & Swiss Bonds team
  • Work with the Portfolio Management team to develop the  investment message and investment process
  • Be on top of relevant market trends and portfolio positioning, be able to explain and defend the current portfolio
  • Represent the Portfolio Manager and core strategies in client meetings, on road shows, in sales trainings and in internal investment or management committees
  • Act as a link to Investment Communications and Marketing teams with responsibility to sign off all client facing materials
  • Author and coordinate updates commentaries, articles and presentations
  • Analyze portfolios and the attribution of performance
  • Work with sales to ensure ongoing sales efforts and enhance the investment propositions on the back of client feedback

                                      

 

Your Qualification

  • 10+ years experience, ideally in a similar role or in Portfolio Management
  • Deep knowledge and passion for Fixed Income, especially Corporate Bond markets
  • Enjoys writing investment commentary or visualizing investment contents in PowerPoint
  • Strong analytical skills
  • Experience in client facing activities and teamwork
  • Balanced personality mix of big picture thinker, creative mind and attention to detail
  • Ability to challenge ideas and concepts but to adhere to process
  • Ability to communicate and present strongly to clients across different regions and channels and to present in front of an audience, if required
  • Hands on and problem solving mentality
  • High degree of competency with tools like Excel, PowerPoint, Bloomberg, etc is a prerequisite
  • CFA or other investment qualification
  • German native speaker and fluent English. Additional languages welcome

 

Location

Zürich / Genferstrasse 27

 

Contact

Bianca Opitz
+41 58 283 73 90
Corporate Human Resources