Investment Advisor

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

Job summary

Vontobel seeks an initiative, independent Investment Advisor focused on asset allocation and theme investing. You will develop investment themes for strategic and tactical calls, and expand the Select solution for clients.

You will tailor investment strategies, provide ideas to the advisory team, monitor implementation and report on performance, while supporting client relationship managers across regions.

Qualifications

• University degree in finance; CFA preferred.
• Experience in top-down investment processes and wealth management.
• Strong client communication to position investment convictions.
• Excellent knowledge of financial markets and instruments.

Responsibilities

• Develop investment themes for strategic and tactical calls.
• Advance Vontobel's modular investment solution, Select.
• Create personalized investment strategies within Select.
• Provide short-term investment ideas to the advisory team.
• Identify client needs and select instruments to implement views.
• Monitor Select implementation, performance analyses and reporting.
• Support relationship managers with the Select offering.

Skills

Investment advisory

Top-down investing

Portfolio management

Client communication

German language

English language

Team player

CFA preferred

Financial markets

Education

Finance degree

CFA preferred

Tools

Bloomberg Terminal

Excel

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. Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world.

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.

Private Clients

Vontobel is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.

Institutional Clients

Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading‑edge solutions for both institutional and private clients.