Investment Advisor

Vontobel; Zürich; Vor Ort; CHF 100’000 - 130’000; Vollzeit

Zusammenfassung

A well-established investment firm in Zurich is looking for an experienced investment advisor to create investment content and manage client relationships. Candidates should have at least 5 years in client-facing advisory roles, strong knowledge of investment strategies, and excellent communication skills in both German and English. The role offers a dynamic work environment with special perks like a flat hierarchy and top-location benefits. A collaborative spirit is essential for success in this role.

Leistungen

Free lunch

Top Zurich location

Home office possibility up to 20%

Agile work environment

Qualifikationen

• Minimum of 5 years experience in client-facing advisory.
• Excellent knowledge of all asset classes.
• Proficient in German and English.

Aufgaben

• Create investment content for clients.
• Prepare for prospect client meetings.
• Monitor market developments and innovate.

Kenntnisse

Client-facing advisory

Knowledge of macroeconomics

Excellent written and verbal communication

Presentation skills

Team player

Organization skills

Strategic thinking

Proficiency in Microsoft Office

Finance tools (Bloomberg)

Jobbeschreibung

Are you passionate about investments and do you want to deliver the best possible investment experience possible for our clients? Within our Investment Advisory & Solutions unit, you will join a team of professionals who take ownership of the investment advisory.

What the role would be

• Create scalable investment content across asset classes (switch and investment ideas) and serve the whole client base
• Prepare and participate in prospect client meetings and position Vontobel's value proposition service-agnostically (including both advisory and discretionary solutions)
• Continuously monitor market developments and innovate with new investment solutions
• Manage and grow a book of advisory direct clients
• Ongoing monitoring of advisory portfolios (risk budget, performance, asset allocation), providing frequent proactive investment ideas to clients.
• Contribution to the continuous development of the investment offering
• Contribution to strategic projects within the department

What are we looking for?

• A minimum of 5 years experience in client-facing advisory, with focus on direct client holistic investment advisory.
• Very good knowledge of macroeconomics, and investment strategy. Experience in portfolio management is an asset.
• Proven excellent knowledge of all the asset classes, including equities, bonds and alternatives.
• Excellent written and verbal communication skills in German and English, additional languages an important asset.
• Excellent presentation and communication skills, including the ability to talk in front of a broad audience.
• Highly motivated team player, with strong organization skills, strategic thinking and willingness to take ownership of several tasks.
• Flexible, proactive, open-minded attitude, charismatic person with a strong desire to deliver excellence.
• Proficiency in Microsoft Office and finance tools (Bloomberg).

What do we offer?

• Top Zurich location with collaboration spaces and free lunch.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Lots of special perks, including home office possibility up to 20%.
• 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 28 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.