EAM Investment Advisor (100%)

Client: Vontobel Holding AG

Location: Zurich

Job Category: Finance

Job Reference: f41120b54b01

Job Views: 2

Posted: 17.04.2025

Expiry Date: 01.06.2025

Job Description:

Are you a highly motivated Investment Advisor with strong organization skills who is looking to join a team that will value strategic thinking and ownership of several different tasks? For our Investment Advisors EAM team, we are looking for a new member who will bring a wealth of experience and a team-work mindset to help grow the business.

What would your role be?

• Provide high quality tailor-made investment advice to EAM’s across all the asset classes and different markets.
• Manage and grow a book of EAM clients as an Investment Advisor.
• Provide frequent/regular and proactive investment ideas to clients.
• Present market views and investment ideas for EAMs.
• Contribute to the continuous development of the investment offering.
• Manage strategic projects within the department.

What are we looking for?

• A minimum of 10 years’ experience in finance, with focus on EAM (External Asset Manager) holistic investment advisory.
• Strong knowledge of macroeconomics, investment strategies, and a deep understanding of various asset classes; equities’ expertise would be a strong asset.
• Strong technical analysis skills and proven expertise in structured products knowledge incl. AMC’s.
• Excellent written and verbal communication skills in German & English; Italian, Spanish and/or French are a strong asset.
• Flexible, proactive, open-minded attitude, charismatic person with natural seniority and a strong desire to deliver excellence.
• Excellent presentation and communication skills and the ability to talk in front of a broad audience.
• Passion for the financial markets is a must.

What do we offer?

• Top Zurich location with collaboration spaces, free lunch and hybrid working
• Friendly, diverse team in an open-office space
• 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
• Diverse employee benefits, 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.

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.