Client Portfolio Manager, Emerging Markets Fixed Income (m|f|x) Zurich

Vontobel is an internationally active investment firm with Swiss roots that specializes in investment and advisory solutions for private and institutional clients. With our exclusive focus on the buy-side business, we think and act purely from the client’s perspective—as investors for investors.

We are constantly on the lookout for new ways to help investors achieve their goals—and have been doing so for more than 100 years. We leverage the benefits of technology to deliver our investment expertise across a variety of platforms and ecosystems, while providing our clients with a personalized, high-quality experience.

Because we believe that successful investing begins with taking personal responsibility, we support our employees in realizing their full potential, taking on responsibility, and seizing opportunities. We continually challenge the status quo, as we are committed to consistently exceeding our clients’ expectations.

Tasks

• Develop and validate investment messaging, marketing materials, and written content, ensuring accuracy, consistency, and compliance
• Ensure excellence in RFP responses, reporting, client engagement preparation, follow-up, and communication, setting industry-leading standards
• Represent the Emerging Markets Fixed Income Investment team in meetings with clients, prospects, and consultants, articulating our investment philosophy, strategy, and portfolio positioning with authority and clarity
• Collaborate with regional client teams to execute the EM FI engagement plan, including final presentations, roadshows, event presentations, and performance review meetings
• Take a proactive, commercial approach to advanced sales processes and client retention, co-leading business development initiatives to achieve sustainable growth
• Maintain in-depth knowledge of investment strategies by attending meetings, reviewing research, and leveraging information services to credibly represent the Investment Team
  
• Ensure excellence in desk-based activities such as client servicing, RFP responses, and content creation
• Drive impactful prospect and client meetings
• Support the growth of regionally prioritized EM FI products in alignment with the integrated sales plan, including training
• Build a strong reputation for Emerging Markets Fixed Income across all client regions
• Be recognized internally and externally as a trusted EM FI expert and advisor, fostering long-term partnerships
• Ensure the accuracy and compliance of all external communications and materials

Profile / Your qualification / Your personality

• A deep interest in emerging markets fixed income and the ability to convey this enthusiasm to clients and stakeholders.
• A proven track record of building client portfolios and excelling in client-facing roles, including winning final presentations and managing performance review meetings.
• The ability to tailor communication to diverse audiences across regions and formats, ranging from one-on-one meetings to keynote speeches.
• Proficient in technology and automation, including AI and MS Office, with strong skills in Excel and PowerPoint; Bloomberg and programming/scripting languages (VBA or MATLAB) are a plus
• At least 2+ years of sell-side experience in fixed income and expertise in institutional investment firms.
• Bachelor’s degree in finance or a related field; a master’s degree is a plus.
• CFA and/or other investment designations are a plus
• A proactive, self-driven approach to working in a dynamic, investment-led team and international environment
• Willingness to travel extensively, both domestically and internationally, to meet the demands of a dynamic client engagement schedule.
• Native German and fluency in English are required; additional languages such as French and Italian are a plus.

That awaits you

• Experienced, diverse team in an international environment
• An agile environment in how we think, the way we work, and our trust in one another
• Flat hierarchy with collaboration at all levels
• A collaborative spirit with opportunities to learn and thrive

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Location

Gotthardstrasse 43, CH-8002 Zurich