Join our Investment Product Management team as we continue to build and maintain a best-in-class investment product shelf for our private wealth clients. In this role, you will play a key part in supporting the product lifecycle: from maintaining our shelf and conducting comparisons, coordinating product launches and creating product innovation, to preparing materials and managing investment communication dispatches. This is an opportunity to work in a close-knit, collaborative team where consistency, structure, and reliability are valued. You’ll contribute meaningfully to the day-to-day functioning of the team and gain deep exposure to investment products in a supportive environment.

What would your role be?

Support the maintenance of the product shelf, product innovation and product lifecycle events (launches, closures, changes)

Prepare product-related materials and conduct product comparisons

Use tools like Powerpoint and Excel to support reporting and analysis

Assist the team in delivering project-related work

Learn the product landscape (funds, mandates, certificates), processes and internal systems to take more independent responsibility in the long term

What are we looking for?

1–3 years of experience in financial services, ideally with exposure to investment products, consulting, or business analysis

Prior experience in Wealth Management / Private Clients as well as knowledge of Wealth Management processes are considered a strong plus

A disciplined, hands-on mindset and a willingness to take ownership of essential day-to-day tasks

Proficiency in PowerPoint and a keen eye for presenting content clearly and professionally

Ability and interest to use Excel to organize, analyze, and present data effectively

Proficiency in German and English, with either Italian or French as an additional asset

A collaborative spirit and the ability to support others in their work

X-Factor: A background or perspective that adds a twist to our team

What do we offer?

Top Zurich location with collaboration spaces, free lunch and hybrid working

Friendly, diverse team in an open-office space

All the latest technology to help you excel and advance

Agile environment in how we think, the way we work and our trust for each other

Diverse employee benefits, including home office possibility up to 20%.

Flat hierarchy with collaboration at all levels

Campus feeling and a collaborative spirit

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

Why Vontobel?

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 28 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.

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