(Junior) Investment Advisor - 12 Months Temporary
Zürich / Gotthardstrasse 43What would your role be?
Provide high quality, proactive, tailor-made investment advice to UHNWI clients and sophisticated wealth management customers across all the asset classes and different markets.
Manage a book of advisory direct clients, including careful execution on all asset classes and instruments.
Ongoing monitoring of advisory portfolios (risk budget, performance, asset allocation), providing frequent proactive investment ideas to clients.
Regular generation and production of investment ideas and solutions for advisory clients within our private client unit.
Presentation of market views, investment strategy and investment ideas for relationship managers, clients and prospects.
Preparation of and participation to client pitches.
What are we looking for?
A minimum of 5 years’ experience in finance, with focus either on direct client holistic investment advisory, or on execution (Execution Desk)
Strong passion for financial markets, combined with a proactive mindset and a continuous drive to learn and grow within the advisory field.
Good Knowledge of all the asset classes, proficiency in executing all type of client orders on all instruments under pressure.
Good knowledge of macroeconomics, and investment strategy.
Experience in portfolio management is an asset.
Excellent written and verbal communication skills in English, and Russian. German is a highly appreciated asset.
Excellent presentation and communication skills.
Highly motivated team player, with strong organization skills, strategic thinking and willingness to take ownership on several tasks.
Flexible, proactive, open-minded attitude, charismatic person with a strong desire to deliver excellence.
Proficiency in Microsoft Office and finance tools (Bloomberg, Factset is an 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.
Lots of special perks, including home office possibility up to 20%.
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?