Investment Advisor (100%)

What would your role be?

• Developing tactical investment allocations and investment recommendations based on Vontobel’s market view.
• Developing investment themes and topics for strategic implementation as well as tactical investment calls.
• Maintaining Vontobel’s “Select” offering by developing investment modules that cover strategic investment topics.
• Selecting investment instruments to implement strategic views as well as tactical calls in “Select” modules.
• Monitoring “Select” implementation, including performance analyses and reporting.
• Providing the investment advisory team with investment ideas and topics on a short-term (super-tactical) basis.
• Support client relationship managers with respect to the “Select” offering.
• Deputy function for the Chief Investment Allocation Officer.

What are we looking for?

• University degree in finance, further degrees like CFA (or similar) preferred.
• Experience in the financial industry, with focus on top-down investment processes covering mixed asset class allocations (e.g. CIO Office).
• Strong financial research background with ability to develop investment ideas and themes in a wealth management setting.
• Investment product knowhow covering collective instruments (active, passive) as well as structured products and similar.
• Strong technical skills as a strong advantage (a.o. xls, VBA, SQL, Matlab).
• Ability to adjust according to audience as we communicate to clients across different regions and channels.
• Conviction to achieve our goals with our business partners.
• Highly motivated team player with a flexible, proactive, open-minded attitude and a strong desire to improve things
• Excellent written and verbal communication skills in German, English and strong client presentation and communication skills. French and/or Italian would be a strong asset.

What do we offer?

• Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
• Friendly, diverse team in an open-office space.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Flat hierarchy with collaboration at all levels.
• Campus feeling and a collaborative spirit.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.

Do you want to be Vontobel?