Investment Advisor

What the role would be

• Create scalable investment content across asset classes (switch and investment ideas) and serve the whole client base
• Prepare and participate in prospect client meetings and position Vontobel's value proposition service-agnostically (including both advisory and discretionary solutions)
• Continuously monitor market developments and innovate with new investment solutions
• Manage and grow a book of advisory direct clients
• Ongoing monitoring of advisory portfolios (risk budget, performance, asset allocation), providing frequent proactive investment ideas to clients.
• Contribution to the continuous development of the investment offering
• Contribution to strategic projects within the department

What are we looking for?

• A minimum of 5 years experience in client-facing advisory, with focus on direct client holistic investment advisory.
• Very good knowledge of macroeconomics, and investment strategy. Experience in portfolio management is an asset.
• Proven excellent knowledge of all the asset classes, including equities, bonds and alternatives.
• Excellent written and verbal communication skills in German and English, additional languages an important asset.
• Excellent presentation and communication skills, including the ability to talk in front of a broad audience.
• Highly motivated team player, with strong organization skills, strategic thinking and willingness to take ownership of several tasks.
• Flexible, proactive, open-minded attitude, charismatic person with a strong desire to deliver excellence.
• Proficiency in Microsoft Office and finance tools (Bloomberg).

What do we offer?

• Top Zurich location with collaboration spaces and free lunch.
• 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?