Financial Product Advisor/Sales

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.

As we further expand our market presence in Switzerland, we are searching for our Advisory Team in Zurich, Geneva and/or Lugano Financial Product Advisors/Sales.

Do you like dealing with clients? Are you a target driven individual and an accomplished expert in structured products? Are you keenly interested in helping Vontobel Investment Banking to identify new growth opportunities and actively shape and drive this expansion?

Then apply today and take the next step in your career:

Your Challenge

  • Pro-actively build up, develop and manage your own customer portfolio
  • Acquire new clients as well as intensify existing customer relations from your own network and the local market for structured products 
  • Provide our clients a complete advisory package in structured products investments from idea generation over product execution to portfolio analysis
  • Closely collaborate with “Trading” and “Financial Engineering / Structuring” to ensure first quality service to our client base

Your Qualification

  • Bachelor and/or Master degree in finance or economics
  • Previous experience in similar role (sales, advisory) in the financial industry
  • Network of customers in particular banks, distribution networks and independent financial advisors
  • Good understanding of derivatives instruments as well as a strong interest in financial markets and investments
  • Pro-active attitude, analytical and structured thinking
  • Highly motivated with entrepreneurial spirit
  • Excellent interpersonal skills and ability to work under pressure
  • Fluent in local client language and English  

Only direct application desired.

Contact

Isabel Hux, +41 58 283 54 37, Corporate Human Resources

Location

Zürich / Bleicherweg 21