Product Manager Institutional Mandates
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Finance & Banking
Risk Manager/Analyst, Financial Analyst, Portfolio & Asset Management, Financial Compliance
Job Description & How to Apply Below
Location: Zürich
Are you a passionate product manager looking for your next opportunity? Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. We offer institutional and intermediary clients tailored products and services, including segregated accounts (mandates) across a range of investment strategies and asset classes. As part of the Institutional Solutions team, you will manage segregated accounts for Swiss and international institutional clients, supporting onboarding and offboarding projects and implementing lifecycle activities in response to client and internal stakeholder needs.
Whatwould your role be?
- Lead the onboarding of new mandates
- Coordinate change requests for existing mandates by leading internal feasibility checks, consolidating feedbacks and providing the solution to sales and/or clients
- Consult internal and external clients on investment product setups, risk and operational aspects, regulatory developments and further develop the solution offering
- Run feasibility studies related to legal and operational aspects, in close collaboration with internal experts
- Support establishment and maintenance of efficient and well documented client onboarding and life cycle procedures
- Contribute to projects related to new/amended/upcoming local regulations
- Minimum 5 years of experience in the asset management industry, either in a project management, product management or a client-facing role
- Proven experience with mandates and/or fund structures across different domiciles
- Strong problem-solving skills with a proactive, hands-on approach
- Digital and data-oriented mindset
- Strong interpersonal and communication skills, with the ability to effectively collaborate across teams, departments and seniority levels
- Fluent in German and English, both spoken and written; additional languages are a plus
- Top work location with collaboration spaces and free lunch
- Friendly, diverse team in an open-office space
- All the latest technology to help you and your team excel and advance
- Agile environment in how we think, the way we work and our trust for each other
- Flat hierarchy with collaboration at all levels
- Campus feeling and a collaborative spirit
At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 29 locations globally and headquartered in Zurich, we’re committed to long‑term thinking and sustainability. Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world.
We are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves.
It is based on mutual respect and zero tolerance for any form of discrimination.
We have over 2,000 engaged professionals, based in 29 locations globally and headquartered in Zurich. We are both majority family-owned and publicly listed. Our capacity for long‑term focus, on topics such as sustainability, is underscored by the security of the family’s 100‑year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds.
Private Clients:
Vontobel is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.
Institutional Clients:
Vontobel Asset Management is an active asset manager with global reach and a multi‑boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading‑edge solutions for both institutional and private clients.
Vontobel Career Page
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