Senior Investment Advisor

Vontobel Holding AG • 🕗 Teilzeit/Vollzeit • Hybrid (8002, Zürich, Kanton Zürich, Schweiz) • vor 7h

Are you passionate about investments and do you want to deliver the best possible investment experience possible for our clients? Within our Investment Advisory & Solutions units, you will join a team of professionals who take ownership of the investment advisory.

What would your role be?

Provide high quality tailor-made investment advice to UHNWI clients and sophisticated wealth management customers across all the asset classes and different markets
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.
Regular generation and production of investment ideas and solutions for advisory clients within Wealth Management.
Presentation on market views, investment strategy and investment ideas for relationship managers, clients and prospects (incl. at events)
Preparation of and participation in client pitches
Contribution to the continuous development of the investment offering
Contribution to strategic projects within the department

What are we looking for?

A minimum of 10 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 with particular focus on Swiss Equities
Excellent written and verbal communication skills in German, English, French would be 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 natural seniority and a strong desire to deliver excellence.
Strong technical analysis skills and proficiency in executing all types of client orders under pressure
Proficiency in Microsoft Office and finance tools (Bloomberg, Factset is an asset)

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?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form.

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