Senior Structured Solution & Investment Specialist
At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead. As a global financial services provider with Swiss roots, we specialize in wealth management, active asset management and tailor-made investment solutions.
Our Platform&Services Client Unit, offers innovative and highly performing investment solutions to sophisticated clients.
Are you a passionate Investment Specialist with a strong expertize on Structured Products?
As our new Senior Structured Solution & Investment Specialist you will cover our key Client Segment, the External Asset Managers, and provide them great investment advice and products solutions. Since you are sole-ly responsible for the investment coverage of your clients your offering is not limited to one asset category or instrument.
Together with your team and colleagues from the Custody & Execution side you will make sure that your client gets the unique Vontobel EAM Coverage Experience.
- Generate leads and long term partnerships through a systematic approach
- Be an ambassador of the Vontobel Investment Powershouse
- Engaged and proactive partnership with the existing clients and prospects
- Proactive and daily interaction with the external and internal stakeholders via personal meetings or calls, active communication on social media, events, professional networks…
- Deliver constantly new ideas and fresh views to the clients
- Offer, explain and sell a wide range of products and solutions and show cross-asset expertize
- Listen to and understand the clients’s need and transform it into a concrete solution
- Leverage on the Vontobel platforms and foster internal cross-selling
- Inspire your colleagues and clients thanks to your passion for the markets and capacity to innovate
- Be instrumental in the overall success of the team, including offering mentoring and support to your colleagues and fostering their growth
- Master Degree in finance, banking or economics, CFA or similar a plus
- 10 years of experience as an Investment Advisor, sales or structurer with a focus on Structured Products or Derivatives
- Proven and relevant track-record in generating deals and long term clients partnerships
- Strong presentation and negotiation skills, capacity to convince and to transform ideas into reality
- A relevant network (or at least direct working experience), with sophisticated clients, especially EAM
- Strong knowledge and understanding about the Swiss market (any additional region is a plus)
- Experience in developing new and existing business relationship, via proactive approach, events and networking
- Recognized and admired for your passion about Financial Markets
- Knowledgeable and interested in cross-asset solutions and instruments
- A highly appreciated colleague and a true team player, able to bring people together and to foster the best results
- Creative, inspiring, innovative and able to successfully implement new products and solutions
- A great communicator, able to instill trust among diverse stakeholders
- Comfortable with KPIs and targets and able to set up a clear strategy to reach your goals
- Fluent in German and English, French or any additional language a plus
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.
LocationZürich / Bleicherweg 21