Senior Investment Advisor

About the job

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.

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