Investment Advisor

Vontobel Holding AG; Thalwil; On-site; CHF 120,000 - 180,000; Full time

Job summary

Vontobel Asset Management, Inc. seeks an initiative, independent Investment Advisor focused on asset allocation and theme investing. You will develop investment themes, expand the holistic Select solution, and tailor strategies for clients’ needs.

You will also supply the advisory team with opportunistic ideas and oversee Select implementation, reporting, and performance analyses. Strong research, communication, and global client interaction are essential.

Qualifications

• University degree in finance; CFA preferred.
• Experience in top-down investment processes including mixed asset allocations.
• Strong research background to develop investment ideas and themes.
• Excellent German/English communication; French a plus.
• Investment product knowledge across equities, bonds, alternatives.

Responsibilities

• Develop investment themes and topics for strategic implementation and tactical calls.
• Advance the business reach of the Select investment solution.
• Create personalized strategies based on client needs for Select.
• Provide the advisory team with opportunistic investment ideas.
• Identify client needs and select instruments to implement strategic and tactical views in Select.
• Monitor Select implementation, performance analyses and reporting.
• Support client relationship managers with the Select offering.

Skills

Strong client communication skills

Strong technical skills

Ability to adjust according to theaud

Team player

Flexible, proactive, open-minded

German & English fluency

Education

University degree in finance

CFA or similar

Job description

We are looking for an initiative, independent and persuasive personality who is willing to take on great responsibility & challenging tasks as an Investment Advisor with a focus on asset allocation and theme investing.

What would your role be?

• Developing investment themes and topics for strategic implementation as well as tactical investment calls
• Further develop the business reach of Vontobel’s Module-based, holistic investment solution “Select”
• Developing personalized investment strategies and tactical positionings based on clients needs and views for implementation in “Select”
• Providing the investment advisory team with investment ideas and topics on a short-term (opportunistic) basis
• Identifying client needs and selecting investment instruments to implement strategic views as well as tactical calls in “Select” modules
• Monitoring “Select” implementation, including performance analyses and reporting
• Support client relationship managers with respect to the “Select” offering

What are we looking for?

• University degree in finance, further degrees like CFA (or similar) preferred
• Experience in the financial industry, with focus on top down investment processes covering mixed asset class allocations (e.g. CIO Office)
• Strong financial research background with ability to develop investment ideas and themes in a wealth management setting
• Strong client communication skills to position investment convictions and positions Vontobel’s expertise
• Investment product knowhow covering collective instruments (active, passive) as well as structured products and similar
• Strong technical skills as an advantage
• Ability to adjust according to audience as we communicate to clients across different regions and channels
• Conviction to achieve our goals with our business partners
• Highly motivated team player
• Flexible, proactive, open-minded attitude, with a strong desire to drive innovation and improve things
• Excellent knowledge and experience in financial markets and instruments, portfolio management and investments
• Excellent written and verbal communication skills in German, English and strong client presentation and communication skills. French would be a strong asset.

What do we offer?

• Friendly, diverse team in an open-office space
• Agile environment in how we think, the way we work and our trust for each other
• Flat hierarchy with collaboration at all levels
• Campus feeling and a collaborative spirit

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 29 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.