Senior Investment Advisor

What would your role be?

• Provide high quality tailor-made investment advice to UHNWI clients and sophisticated wealth management customers across all the asset classes and different markets
• Manage and grow a book of advisory direct clients
• Ongoing monitoring of advisory portfolios (risk budget, performance, asset allocation), providing frequent proactive investment ideas to clients.
• Regular generation and production of investment ideas and solutions for advisory clients within Wealth Management.
• Presentation on market views, investment strategy and investment ideas for relationship managers, clients and prospects (incl. at events)
• Preparation of and participation in client pitches
• Contribution to the continuous development of the investment offering
• Contribution to strategic projects within the department

 What are we looking for?

• A minimum of 10 years’ experience in client-facing advisory, with focus on direct client holistic investment advisory
• Very good knowledge of macroeconomics, and investment strategy. Experience in portfolio management is an asset
• Proven excellent knowledge of all the asset classes with particular focus on Swiss Equities
• Excellent written and verbal communication skills in German, English, French would be an important asset
• Excellent presentation and communication skills, including the ability to talk in front of a broad audience
• Highly motivated team player, with strong organization skills, strategic thinking and willingness to take ownership of several tasks
• Flexible, proactive, open-minded attitude, charismatic person with natural seniority and a strong desire to deliver excellence.
• Strong technical analysis skills and proficiency in executing all types of client orders under pressure
• Proficiency in Microsoft Office and finance tools (Bloomberg, Factset is an asset)

What do we offer?

• Top Zurich location with collaboration spaces and free lunch.
• 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.
• Lots of special perks, 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. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.

Do you want to be Vontobel?