Investment Advisor (100%)

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 tactical investment allocations and investment recommendations based on Vontobel’s market view.

Developing investment themes and topics for strategic implementation as well as tactical investment calls.

Maintaining Vontobel’s “Select” offering by developing investment modules that cover strategic investment topics.

Selecting investment instruments to implement strategic views as well as tactical calls in “Select” modules.

Monitoring “Select” implementation, including performance analyses and reporting.

Providing the investment advisory team with investment ideas and topics on a short-term (super-tactical) basis.

Support client relationship managers with respect to the “Select” offering.

Deputy function for the Chief Investment Allocation Officer.

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.

Investment product knowhow covering collective instruments (active, passive) as well as structured products and similar.

Strong technical skills as a strong advantage (a.o. xls, VBA, SQL, Matlab).

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 with a flexible, proactive, open-minded attitude and a strong desire to improve things

Excellent written and verbal communication skills in German, English and strong client presentation and communication skills. French and/or Italian would be a strong asset.

What do we offer?

Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.

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.

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.

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