Client Portfolio Manager

Vontobel Beteiligungen AG

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  • Date de publication :

    11 mars 2024

  • Taux d'activité :

    100%

  • Type de contrat :

    Durée indéterminée

  • Lieu de travail :

    Bulle

Client Portfolio Manager

At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a globally active, client-centric investment manager with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.

The CPM supports our Portfolio Managers by representing their boutique in meetings and communications with prospects, clients and consultants. Taking a global mandate, the CPMs work across client segments and regions as they bring investment expertise and commercial drive to advanced prospect situations and service existing clients in line with the Equity Global Sales plan.


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