Senior Investment Strategist, Digital Investing
At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that bring our clients ahead. As a global financial services provider with Swiss roots, we specialize in wealth management, active asset management and digital investment solutions.
Digital Investing brings together our digital direct-to-consumer services. We strive to empower people to fulfill their financial ambitions by democratizing access to investment products and services. We continuously develop our cutting-edge wealth platform by combining Vontobel’s investment expertise with technology and human elements to create exclusive wealth opportunities for clients.
- Shape the overall vision and direction of the business as a member of the leadership team of the Digital Investing client unit.
- Design and evolve the vision and roadmap of the investment offering strategy for our innovative D2C platform for affluent clients; the offering will include discretionary and advisory mandates, Vontobel and 3rd party funds, AMCs, thematic investments and other structured products.
- Working closely with our investment boutiques to:
- Put in place top quality investment solutions and products suitable for all target audiences across discretionary, advisory and self-selected offerings.
- Structure innovative and quant-driven investment solutions ("mass customization")..
- Oversee the performance of the investment offering.
- Ensure we have crystallized and digestible investment content to support our endeavour to enhance financial literacy.
- Lead the implementation and roll-out of the investment offering (fund structures, segregated accounts, real look-through reporting, etc.)
- Utilize Artificial Intelligence to connect the investor and the investment solution.
- This is an individually contributing role on day 1 with the mandate to build and manage a team as the business grows.
- Deep understanding of the portfolio management process from strategy to implementation, strong expertise in portfolio construction
- Experience with different asset classes (incl. equity, fixed income, commodities and FX) with alternative asset classes a plus (PE, VC, crypto, structured products). Ability to judge the attractiveness of asset classes and sub-asset classes in a structured framework
- Strong understanding of quant driven investment strategies.
- Experience and interest in utilizing Artificial Intelligence in wealth management solutions.
- Excellent communicator with the ability to formulate investment rationales in publications and presentations, and translate them into bots and rules
- Great interdisciplinary, analytical and problem solving skills, and a data-driven mindset
- Insights and appreciation of what investment offering our target audiences (affluent clients) need
- Passion for technology and AI and its use to address pain points
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