Investment Product Management Specialist

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
• Handle day-to-day tasks (data updates, meetings, investment communication)
• 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.

Do you want to be Vontobel?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, 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.

If you have any questions you can contact us through our contact form.