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Portfolio Manager Wealth Management Financial Consultant

Client Portfolio Manager, Equities & Impact

Job in 8800, Thalwil, Kanton Zürich, Switzerland
Listing for: Vontobel Holding AG
Full Time position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 30000 - 80000 CHF Yearly CHF 30000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company based in Zürich is looking for a Client Portfolio Manager (CPM) to enhance client engagement and investment messaging. The CPM will represent the investment teams in meetings with clients and consultants, supporting Portfolio Managers in driving product and client development. The ideal candidate will thrive in a global mandate and will bring investment expertise to support growth across client segments.

This role is perfect for those passionate about equity markets and investment activities.
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