Portfolio Manager

About This Role

Managing entrusted asset management mandates and analyzing investment policies are central to this Portfolio Manager role. It suits a professional who loves working with financial markets in a dynamic environment and can support client discussions.

Responsibilities

• Manage entrusted asset management mandates in compliance with the bank's investment strategy, regulatory requirements, and client restrictions
• Analyze and explain investment policy and current macroeconomic developments, and support client discussions
• Maintain and further develop the portfolio management platform and tools used, with the aim of increasing efficiency
• Independently lead and participate in projects

Requirements

• Successfully completed studies with a business administration focus or comparable qualifications
• Sound knowledge of financial instruments traded on the financial market and several years of practical experience in securities business (back office, trading, client support, portfolio management, etc.)
• Strong problem-solving skills, structured way of working
• Strong communication skills
• Understanding of client and bank needs and their targeted implementation
• High diligence, accuracy, and reliability in daily work
• Team orientation with a focus on success
• Confident demeanor and convincing presentation skills
• Openness to changes and further developments
• High degree of initiative and flexibility
• Strong IT affinity and knowledge (Avaloq, Excel) is an advantage
• Affinity for Artificial Intelligence (AI) and willingness to work with AI tools

Benefits

• Very good social benefits (pension scheme, Deutschland Ticket, meal allowance, etc.)
• Further training opportunities and mentoring to promote your development
• State-of-the-art technology for your success and career
• Agile working environment that is reflected in our thinking, our working methods, and our mutual trust
• Flat hierarchies and collaboration at all levels
• Shared team spirit

Important Details

• Locations: Munich, Düsseldorf or Hamburg

About the Company

Vontobel is a family-owned, publicly listed company with over 2,000 employees at 28 locations worldwide and headquarters in Zurich. They focus on long-term thinking and sustainability.