Senior Investment Advisor

At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.

Within the wealth management advisory team in Geneva we are searching for a highly motivated investment advisor with strong investment knowledge and passion for Investments as soon as possible.

Your Challenge

  • Communicate the investment philosophy as well as the investment strategy to the local relationship managers and clients
  • Represent the investment unit in the Geneva and Lausanne branch, highlighting the advisory and the discretionary management offering
  • Monitor the international financial markets and provide pro-active multi asset class advice to relationship managers and clients
  • Manage direct advisory clients portfolio incl. portfolio monitoring and trades execution
  • Contribute to the generation of investment ideas as well as the production of regular publication
  • Support for relationship managers in acquisition and retention activities, including participation in client meetings

 

Your Qualification

  • A minimum of 10 years experience in finance, with focus of at least 5 years on investment advisory and portfolio management
  • University degree, CFA is an asset
  • Comprehensive knowledge of all the asset classes with particular focus on bonds and equities as well as investment funds
  • Excellent written and verbal communication skills in French and English (German is an asset)
  • Highly motivated team player, with strong organization skills and willingness to take ownership on several tasks
  • Proficiency in Microsoft Office and finance tools (Bloomberg, Factset is an asset)

 

Location

Genf / Rue du Rhône 31

 

Contact

Agata Patarin
+41 58 283 26 20
Corporate Human Resources