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Wealth Management

Senior Investment Manager (100%)

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 business unit Wealth Management Investments & Distribution, in the team Investment Management in Zurich we are looking for a Senior Investment Manager (100%) as soon as possible.

The successful candidate would be supporting the Wealth Management Investment Management team, responsible for the design and management of discretionary portfolios and funds. This role focuses on developing, constructing and communicating customized multi-asset class solutions for clients. The team caters for the needs of a global clientele requiring an open and cultural versed attitude.

Your challenge:

  • Develop and manage portfolios including customized asset allocation for both clients and prospects
  • Participate as the responsible person for the offered portfolio in client and client prospecting activities such as proposals, presentations and portfolio reviews
  • Manage as Lead Investment Manager on the topic of sustainability both process and model portfolio content
  • Work closely with Relationship Managers across markets to improve investment management reception
  • Support our advisory, structured products and strategy team with expertise and intense collaboration


Your qualification:

  • A minimum of six years’ experience in investment management and/or research, including experience developing and defending investment ideas and/or macro views
  • Advanced degree in finance or economics and/or CFA a plus
  • Strong quantitative analysis skillset for investment management purposes
  • Detail-oriented and organized with the ability to manage multiple tasks in a fast-paced environment
  • A self-starter able to work independently and thrive in a team environment
  • Intelligent, creative, with good problem-solving abilities
  • Client-focused mentality with ability to communicate complex ideas and strategies to smaller and larger audiences
  • Excellent writing and communication skills in English with German and French a plus / Italian, Spanish or Russian welcomed
  • Comfortable taking initiative and being resourceful/entrepreneurial

Only direct applications desired.

Stephanie Pfister, Corporate Human Resources, +41 58 283 56 38

Take ownership and bring opportunities to life. Be Vontobel.
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