Investment Controller WM
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.
To ensure group-wide compliance with the relevant requirements (internal, regulatory and customer-specific restrictions) for all discretionary and advisory investment products of the Wealth Management client unit, we are looking for an experienced Investment Controller.
- Ensuring ongoing monitoring of discretionary mandates for the Wealth Management unit
- Ensuring ongoing monitoring of advisory mandates for the Wealth Management unit
- Breach reporting as well as Management reporting and analytics
- Support, maintenance and development of the existing control framework, methods and processes (e.g. development / extension of monitoring, reporting and analytics including tools)
- Participation in project work
- Completed studies in finance or additional training in finance (CFA, AZEK, FRM, etc.)
- Professional experience in wealth management or asset management, especially in investment compliance or related control functions
- Financial product knowledge as well as knowledge of relevant standards and regulatory frameworks for asset management and investment advice in wealth management area (SBA, BVG, MiFID II, KAG, UCITS etc.)
- Avaloq and Axigo user and / or developer knowledge (especially restriction module)
- Good IT knowledge (Excel, Access), programming knowledge Access / VBA is an advantage
- Structured and networked thinking skills, responsible, independent, concentrated and precise way of working or Focus on high quality standards, assertive with the necessary diplomacy, team-oriented, committed, resilient and communicative
- Very good knowledge of German and English, knowledge of French is an advantage
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 / Gotthardstrasse 44