Investment Advisor

Vontobel; Zürich; On-site; CHF 120,000 - 170,000; Full time

Benefits offered by this job

Friendly team

Agile environment

Flat hierarchy

Campus atmosphere

Job summary

Vontobel is seeking an Investment Advisor focused on asset allocation and theme investing. The role involves developing investment themes, expanding the Select holistic solution, and creating client-specific strategies within the platform.

You will deliver strategic insights, advise on instruments, and support relationship managers across diverse clients. Fluency in German and English is required; French is a plus for cross-region communication.

Qualifications

• University degree in finance or related field.
• CFA or similar designation preferred.
• Strong financial research background and ability to develop investment ideas.
• Experience in top-down investment processes and asset allocation.

Responsibilities

• Develop investment themes and tactical calls for strategic execution.
• Expand the business reach of the Select module-based investment solution.
• Create personalized investment strategies for clients in Select.
• Provide the advisory team with opportunistic investment ideas.
• Match client needs to appropriate investment instruments within Select.
• Monitor Select implementation, performance, and reporting.
• Support client relationship managers with the Select offering.

Skills

Top-down investing

Investment research

Client communication

Portfolio management

Team player

German language

English language

Education

Finance degree

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

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.

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.

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.