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Investment Product Management Specialist

Zürich / Gotthardstrasse 43
Interested? Apply here
Join our Investment Product Management team as we continue to build and maintain a best-in-class investment product shelf for our private wealth clients. In this role, you will play a key part in supporting the product lifecycle: from maintaining our shelf and conducting comparisons, coordinating product launches and creating product innovation, to preparing materials and managing investment communication dispatches. This is an opportunity to work in a close-knit, collaborative team where consistency, structure, and reliability are valued. You’ll contribute meaningfully to the day-to-day functioning of the team and gain deep exposure to investment products in a supportive environment.

What would your role be?

  • Support the maintenance of the product shelf, product innovation and product lifecycle events (launches, closures, changes)
  • Prepare product-related materials and conduct product comparisons
  • Use tools like Powerpoint and Excel to support reporting and analysis
  • Handle day-to-day tasks (data updates, meetings, investment communication)
  • Assist the team in delivering project-related work
  • Learn the product landscape (funds, mandates, certificates), processes and internal systems to take more independent responsibility in the long term

What are we looking for?

  • 1–3 years of experience in financial services, ideally with exposure to investment products, consulting, or business analysis
  • Prior experience in Wealth Management / Private Clients as well as knowledge of Wealth Management processes are considered a strong plus
  • A disciplined, hands-on mindset and a willingness to take ownership of essential day-to-day tasks
  • Proficiency in PowerPoint and a keen eye for presenting content clearly and professionally
  • Ability and interest to use Excel to organize, analyze, and present data effectively
  • Proficiency in German and English, with either Italian or French as an additional asset
  • A collaborative spirit and the ability to support others in their work
  • X-Factor: A background or perspective that adds a twist to our team

What do we offer?

  • Top Zurich location with collaboration spaces, free lunch and hybrid working
  • Friendly, diverse team in an open-office space
  • All the latest technology to help you excel and advance
  • Agile environment in how we think, the way we work and our trust for each other
  • Diverse employee benefits, including home office possibility up to 20%.
  • Flat hierarchy with collaboration at all levels
  • Campus feeling and a collaborative spirit

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world.

Do you want to be Vontobel?

Interested? Apply here

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