Home
About Vontobel
Careers
Open positions
Client Portfolio Manager

Client Portfolio Manager

At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a globally active, client-centric investment manager with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.

The CPM supports our Portfolio Managers by representing their boutique in meetings and communications with prospects, clients and consultants. Taking a global mandate, the CPMs work across client segments and regions as they bring investment expertise and commercial drive to advanced prospect situations and service existing clients in line with the Equity Global Sales plan.

Your Opportunity:

Work closely with the Head of Quality Growth CPM Team to leverage Vontobel’s systematic global client engagement approach, to ensure in-depth understanding of the global Equity sales plan and pipeline and to leverage of our strong understanding of our clients’ selection situation and solution needs
Represent the Investment Team in prospect, client and consultant meetings providing authority and expertise in communicating the investment approach, philosophy, and portfolio positioning of our Equity investment strategies
Work with regional client teams to manage the global Equity engagement plan covering finals presentations, roadshows, event presentations and performance review meetings
Act as close partner to our regional client teams by endorsing our business strategy and by taking a proactive commercial perspective in the advanced stages of the sales process and in client retention
Have a keen eye for industry best practices and ensure best-in-class standards in preparation for and follow up after client engagements
Authority to originate and approve investment content and marketing messages on behalf of the Investment Team
Author commentaries, presentations and responses to questions from clients, prospects and consultants when required
Maintain in-depth investment knowledge (attend investment meetings, read research reports, utilize information services, etc.) to credibly represent our the Investment Teams
Represent the Equity boutiques’ engagement principles that globally guide our investment guidelines, commercial offering and service concept

Requirements:

Passionate about fundamental equity investing
Strong technical knowledge of equity investing
Proven track record in client facing activities, incl. the ability to win finals presentation and handle demanding performance review meetings
Ability to adjust according to audience as we communicate to clients across different regions and channels, across format that range from one to one meeting to key note speeches
10+ years minimum equities experience on the investment side
15+ years minimum institutional investment firm experience
Bachelor’s Degree, Master Degree a plus
CFA and/or other investment designations aplus
Accustomed and willing to travel extensively both domestic and abroad according to dynamic meeting bookings
Excellent written and oral communication skills; proficient at writing investmentcommentary
Prioritization, attention to detail, follow-up with a sense of urgency and organizational skills are essential
Comfort working in a very entrepreneurial, investment led team environment
Fluency in English, additional languages welcome

Interested? Apply here