Senior Investment Advisor
Zürich / Splügenstrasse 5Are you passionate about the financial markets and ready to make an impact in a dynamic, client-focused environment? At Vontobel Swiss Financial Advisers (Vontobel SFA), a US-licensed Registered Investment Adviser (RIA), we are seeking a driven and experienced professional to join our team. In this role, you’ll have the opportunity to leverage your expertise, collaborate with a talented team, and contribute to the continued growth of our business. We value a team-oriented mindset, innovative thinking, and a commitment to delivering exceptional results for our clients. If you’re excited about shaping the future of wealth management and thrive in a collaborative, fast-paced environment, we’d love to hear from you. Bring your passion, experience, and ambition to Vontobel SFA—apply today and grow with us!
What would your role be?
- Provide high quality tailor-made investment advice to sophisticated US private clients across all asset classes and different markets
- Manage and grow a book of advisory direct clients
- Ongoing monitoring of advisory portfolios, providing proactive investment ideas to clients.
- Creating of investment proposals and investment ideas for advisory clients
- Presentation of market views, investment strategy and investment ideas for clients and prospects
- Supporting the security selection process of Vontobel SFA
- Participation in prospect meetings
- Contribution to the continuous development of the investment offering
What are we looking for?
- A minimum of 10 years’ experience in finance, with focus on investment advisory
- Very good knowledge of macroeconomics, and investment strategy
- Proven excellent knowledge of all asset classes
- Strong technical analysis skills
- Excellent written and verbal communication and presentation skills in English. German a plus
- Highly motivated team player, with strong organization skills and willingness to taken ownership on several tasks
- Flexible, proactive, open-minded attitude and a strong desire to deliver excellence.
- Proficiency in executing all type of client orders under pressure
- Proficiency in Microsoft Office and finance tools (Bloomberg)
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.
- 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.