Investment Advisor

Bank Vontobel; Thalwil; On-site; CHF 140,000 - 190,000; Full time

Benefits offered by this job

Friendly, diverse team

Agile culture

Flat hierarchy

Campus feel

Job summary

Bank Vontobel is seeking an initiative, independent Investment Advisor focused on asset allocation and theme investing. You will develop investment themes for strategic and tactical needs and support the advisory team with timely ideas for the Select platform.

You will collaborate with client relationship managers, monitor implementation and performance, and tailor strategies to client views across regions, leveraging your strong German and English communication skills and a finance background.

Qualifications

• University degree in finance or related field.
• Experience in top-down asset allocation and multi-asset products.
• Strong client communication and presentation skills.
• Proficient in German and English; French a plus.
• Knowledge of wealth management and investment products.

Responsibilities

• Develop investment themes and tactical calls for strategic and client needs.
• Support advisory team with timely investment ideas and topics for Select.
• Monitor Select implementation, performance analyses and reporting.
• Identify client needs and tailor investment strategies for Select modules.
• Collaborate with relationship managers across regions to convey insights.

Skills

Asset allocation

Investment ideas

Wealth management

Client communication

Education

Finance degree

Tools

Bloomberg

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

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 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. 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 .