GTP - Investment Specialist (Wealth Management)

As Investment Specialist, you will benefit from the full Graduate Trainee Program offerings during your time at Vontobel and see various teams and functions within the Vontobel Wealth Management client unit.

Your opportunity

As Investment Specialist, you will…

  • Rotate within the fix modules “Sales & Client Management” and “Investment Solutions” in our Wealth Management for 6 months each.

  • Then have the possibility to choose two out of the following three modules: “Swiss Equity Research”; “Structured Products” and “Investment Advisory”, all based in our Wealth Management.

  • Obtain a broad understanding of investment products, Wealth Management processes, campaigns and tools.

  • Have the chance to optionally obtain a level of the CFA, FRM or CAIA .

  • Start on October 1, 2021 and conclude the program September 30, 2023 (24 months).

The Business Unit Investment Distribution and Client Management is part of Vontobel Wealth Management and offers investment & product know-how, processes and advise to Relationship Manager and clients. The team works close together with several units within Wealth Management, Asset Management and the Vontobel Centers of Excellence.

You will be part of a young and dynamic team located in our headquarter, Gotthardstrasse 43, Zurich.

Although you will not have direct client exposure, you will have frequent interactions with front and back-office partner teams.

 

Your background includes

  • A Masters degree (university or university of applied sciences), you are eligible with up to a maximum of 24 months of work experience after your Masters

  • A study background in Finance, Portfolio Management or Economics

  • At least one work experience in the financial industry

You are

  • Excited about the financial industry

  • A curious person, with an analytical and structured mindset

  • A team player, able to work under pressure

  • A pro-active person

  • Willing to complete additional training courses

  • Fluent in German (C1) and bring excellent knowledge in English

  • Authorized to work in the EU or Switzerland, we welcome candidates with an international background

Please note: We only consider complete applications (with CV, high school/matura certificate (with grades), as well as Bachelor/Master certificates (with grades).

HSG Students: Please submit your Assessment grades as well.

 

Hiring manager

Ulrike Theus joined Vontobel in 2018. She works in the Investment Solutions Team and is responsible for investment proposals and client pitches.

 

Thank you for the time to consider Vontobel. We appreciate you taking the time to submit your application. Our Talent Acquisition team will carefully assess your application and will respond to you in a timely manner.

If you have any question you can contact us through our contact form.

 

Location

Zürich / Gotthardstrasse 43