Client Portfolio Manager - Equities
Vontobel
About this role
A Portfolio Communication Partner (CPM) at Vontobel supports investment teams by delivering investment messaging, preparing reports, and representing the team in client meetings. The role involves client engagement, content creation, and maintaining in-depth investment knowledge, with a focus on equity investing.
Skills
About Vontobel
vontobel.comWe are a globally operating investment house with Swiss roots.
Recent company news
BitgetGenTwo hires Vontobel’s blockchain chief for digital asset expansion
2 days ago
Yahoo FinanceShould You Be Adding Vontobel Holding (VTX:VONN) To Your Watchlist Today?
4 weeks ago
The Globe and MailAnalysts Offer Insights on Financial Companies: Robinhood (HOOD), Vontobel Holding AG (OtherVONHF) and Arch Capital Group (ACGL)
3 weeks ago
HubbisVontobel Appoints Georg von Wattenwyl and Charles Karila as Co-Heads of Structure Solutions and Treasury
Dec 3, 2025
TradingViewCarlsquare/Vontobel weekly trading note: An AI-resistant machine
2 weeks ago
About Vontobel
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Vontobel.
Salary
$100k – $150k
per year
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