Investment Advisor

We are looking for an initiative, independent and persuasive personality who is willing to take on great responsibility & challenging tasks as an Investment Advisor with a focus on asset allocation and theme investing.

What would your role be?

Developing investment themes and topics for strategic implementation as well as tactical investment calls
Further develop the business reach of Vontobel’s Module-based, holistic investment solution “Select”
Developing personalized investment strategies and tactical positionings based on clients needs and views for implementation in “Select”
Providing the investment advisory team with investment ideas and topics on a short-term (opportunistic) basis
Identifying client needs and selecting investment instruments to implement strategic views as well as tactical calls in “Select” modules
Monitoring “Select” implementation, including performance analyses and reporting
Support client relationship managers with respect to the “Select” offering

What are we looking for?

University degree in finance, further degrees like CFA (or similar) preferred
Experience in the financial industry, with focus on top down investment processes covering mixed asset class allocations (e.g. CIO Office)
Strong financial research background with ability to develop investment ideas and themes in a wealth management setting
Strong client communication skills to position investment convictions and positions Vontobel’s expertise
Investment product knowhow covering collective instruments (active, passive) as well as structured products and similar
Strong technical skills as an advantage
Ability to adjust according to audience as we communicate to clients across different regions and channels
Conviction to achieve our goals with our business partners
Highly motivated team player
Flexible, proactive, open-minded attitude, with a strong desire to drive innovation and improve things
Excellent knowledge and experience in financial markets and instruments, portfolio management and investments
Excellent written and verbal communication skills in German, English and strong client presentation and communication skills. French would be a strong asset.

What do we offer?

Friendly, diverse team in an open-office space
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 29 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?

Interested? Apply here