Senior Investment Advisor
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 growth 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 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.
Contribution to the continuous development of the investment offering.
Management of strategic projects within the department.
What are we looking for?
A minimum of 10 years’ experience in finance, 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.
Strong technical analysis skills.
Excellent written and verbal communication skills in German, English, and Russian.
Excellent presentation and communication skills. Ability to talk in front of a broad audience.
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 natural seniority and a strong desire to deliver excellence.
Proficiency in executing all type 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 (including rooftop terraces) and free lunch.
Friendly, diverse team in an open-office space with dancing walls.
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.
At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.
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