Salary by experience
View as table
| Experience | Salary (CHF) |
|---|---|
| 0-2 yrs | CHF 68'000 |
| 3-5 yrs | CHF 70'326 |
| 6-8 yrs | CHF 62'218 |
| 9-11 yrs | CHF 72'800 |
| 12-21 yrs | CHF 71'324 |
| 21+ yrs | CHF 60'000 |
Top HR
Swiss professionsBusiness, Administration & Tourism
Portfoliomanager/in
You design investment strategies for clients and institutions
01 · Overview
What this profession is about
You analyse markets, build investment packages and manage assets according to your clients' requirements
As Portfoliomanager/in, you take responsibility for complex investment strategies. You continuously analyse financial markets. You develop tailored portfolios for private individuals, companies and institutions. You balance return expectations with your clients' individual risk tolerance. Your daily work shapes the financial future of many clients. It requires a deep understanding of economic connections
FieldBusiness, Administration & Tourism
Education pathHigher Education Profession
IndustryBanking
Swissdoc 0.615.23.0
02 · Salary
What you can earn
✓ Strong salary match
Salaries reflect Swiss market data. Range covers entry to senior. Salary reference based on Banquet Chef. Based on 84 observations, updated 7 months ago.
Salary trend
+4% over decadeView as table
| Period | Salary (CHF) |
|---|---|
| 2014-2016 | CHF 67'600 |
| 2017-2019 | CHF 67'091 |
| 2020-2022 | CHF 70'850 |
| 2023-2025 | CHF 70'000 |
Top earning cantons
View as table
| Canton | Salary | Obs. |
|---|---|---|
| Zurich | CHF 71'500 | 29 |
Top paying industries
View as table
| Industry | Salary | Obs. |
|---|---|---|
| Catering / Hotel | CHF 70'200 | 67 |
| Banking / Financial institutions | CHF 60'000 | 7 |
03 · Pathway
How to enter and grow
Swiss training pathway available in the full profile
- 🎓 Portfoliomanager/in
Official education path
A master's degree in economics or related subjects forms the usual foundation for this role
Typical training path
Portfoliomanager/in
Prerequisites
- University degree with a Master in Economics, preferably in Banking and Finance
- Apprenticeship as Kaufmann/-frau Bank with higher banking professional training
- Chartered Financial Analyst (CFA) from the Center for Business Studies (CfBS)
- Finanzanalytiker/in und Vermögensverwalter/in (eidg. Diplom)
- Finanz- und Anlageexperte/-expertin (eidg. Diplom) from the Ausbildungzentrum für Experten der Kapitalanalage (AZEK)
- Certified International Wealth Manager (CIWM) from the Association of International Wealth Management (AIWM)
04 · Skills & fit
What it takes
Required skills
- Analytical thinking
- Risk awareness
- Communication skills
Personality fit
- Swiss career path
- Career transition
- Professional growth
05 · Daily reality
What the work feels like
Typical day
You sit in front of several screens. You check current price trends and economic indicators. You then adjust the weighting of investment packages to the latest market data
- You continuously analyse financial markets. You identify promising investment opportunities for your clients
- You build individual investment packages. They are tailored exactly to your clients' financial goals
- You monitor the performance of existing portfolios. You adjust them when necessary
- You discuss your clients' risk profiles with them. You adapt the investment strategies accordingly
- You create detailed reports on asset development. You forward them to your clients
Working conditions
You usually work at banks, financial institutions or asset management firms. Your workplace is a modern office. It provides access to professional market and analysis platforms
Strengths
- Analytical thinking
- Risk awareness
- Communication skills
Trade-offs
- High responsibility
- Constant availability
- Stressful phases
06 · Similar
