Investment Advisor

Vontobel Asset Management, Inc.; Zürich; On-site; CHF 120,000 - 190,000; Full time

Benefits offered by this job

Friendly team

Open office space

Agile environment

Flat hierarchy

Job summary

Vontobel Asset Management, Inc. is seeking an initiative, independent Investment Advisor focusing on asset allocation and theme investing. You will develop investment themes, expand the Select module, tailor investment strategies for clients, and support the advisory team with timely ideas.

The role requires strong communication, deep knowledge of markets and instruments, and fluency in German and English with French as a plus. Zurich-based, collaborative and innovative culture awaits.

Qualifications

• University degree in finance, CFA or similar preferred.
• Experience in financial industry with top-down investment processes.

Responsibilities

• Develop investment themes for strategic and tactical calls.
• Expand business reach of the Select investment solution.
• Create personalized strategies for clients in Select.
• Provide investment ideas to the team on a short-term basis.
• Identify client needs and select instruments to implement views in Select.
• Monitor Select implementation, performance analyses and reporting.
• Support client relationship managers regarding the Select offering.

Skills

Finance degree

CFA preferred

Top-down investing

Client communication

Investment products

German/English

Education

Finance degree

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.