powered by Senna AI

Client Portfolio Manager

Switzerland, Zürich
Send CV

Job Overview

Salary CHF75k - CHF110k (AI est.)
Location Switzerland, Zürich
Type

Skills & Requirements

85%

Teams

Essential skill for this role
85% Required
77%

Asset Management

Essential skill for this role
77% Required
69%

English

Essential skill for this role
69% Required
61%

French

Essential skill for this role
61% Required
Teams
Asset Management
English
French
Spanish
Italian

Qualifications & Education

About the Role

Client Portfolio Manager

Curated brief to help you tailor your application.

Role Overview

Start by showing recruiters you understand the team's mission and environment.

Department

Robeco has over 25 years of experience in thematic investing and currently manages more than EUR 15 billion across 13 thematic strategies. Our team of around 40 investment professionals – including portfolio managers, analysts, client portfolio managers, and investment specialists – is based in Zurich and Rotterdam. We actively manage thematic equity funds and mandates for a global client base spanning Asia, the Middle East, Europe, and the Americas.

As a Thematic Client Portfolio Manager (CPM), you will act as a key link between Robeco’s investment teams and global Sales organization. Your mission is to help raise and retain assets in our thematic strategies by delivering compelling insights and client engagement. You will develop deep knowledge of our investment strategies, portfolio holdings, and market trends to provide clear, impactful updates to clients and prospects worldwide.
 

Position & Requirements

Skills Snapshot

Double down on these tools and frameworks in your application.

  • Teams
  • Asset Management
  • English
  • French
  • Spanish
  • Italian
Improve this application with Senna AI

Get Expert Application Review

Skill Farm Members

Boost your chances of landing this role with a professional application review from our expert consultants.

CV optimization for this specific role
Cover letter review and enhancement
Interview preparation guidance
Industry insights and salary negotiation tips
3x Higher interview rate
24h Expert feedback
95% Member satisfaction

Available exclusively to Skill Farm members

Similar Opportunities

Director – EMEA Accounting & Reporting

Barings Recruiter Profile
London, United Kingdom

Barings • London, United Kingdom • £100k - £160k (AI est.) • Director position. At Barings, we are as invested...

View Details

Barings Sovereign Debt Summer Internship

Barings Recruiter Profile
US - MA - BOSTON - 10 FAN PIER BLVD

Barings • US - MA - BOSTON - 10 FAN PIER BLVD • $68k - $105k (AI est.) • Internship...

View Details

2026 Blackstone Credit and Insurance, Quant and Portfolio Analytics Summer Analyst

Blackstone Recruiter Profile
New York

Blackstone • New York • £48k - £78k (AI est.) • Internship position. Blackstone is the world’s largest alternative asset...

View Details

Associate, Global Client Group (Independent Advisor Group)

Dimensional Recruiter Profile
Austin

Dimensional • Austin • $68k - $105k (AI est.) • Associate position. Notes to applicants: Dimensional sees great value from...

View Details

Compliance Analyst, Private Equity

Dimensional Recruiter Profile
2 Locations

Dimensional • 2 Locations • £32k - £52k (AI est.) • Analyst position. Notes to applicants: Dimensional sees great value...

View Details

Associate, Investment Analytics and Data, Private Equity

Dimensional Recruiter Profile
Austin

Dimensional • Austin • $68k - $105k (AI est.) • Associate position. Notes to applicants: Dimensional sees great value from...

View Details

Frequently Asked Questions

A Client Portfolio Manager is responsible for key financial functions including analysis, reporting, and strategic planning. This level position requires expertise in sector dynamics and involves working with cross-functional teams to drive business growth and financial performance.
This Client Portfolio Manager role typically requires a degree in Finance, Accounting, Economics, or related field. Candidates should have relevant experience in sector, strong analytical skills, proficiency in financial modeling, and excellent communication abilities. Professional qualifications such as CFA, ACCA, or ACA are often preferred.
Career progression from a Client Portfolio Manager role can lead to senior finance positions such as Finance Manager, Finance Director, or CFO roles. The sector offers diverse opportunities for professional development, including specialized areas like investment banking, corporate finance, or financial planning and analysis.
To apply for this Client Portfolio Manager position, click the 'Send CV' button above to submit your application directly to the hiring manager. Ensure your CV highlights relevant experience and financial expertise. Our recruitment consultants will review your application and contact you within 24-48 hours if your profile matches the requirements.