What would your role be?
- Provide high quality tailor-made investment advice to UHNWI clients and sophisticated wealth management customers across all the asset classes and different markets
- 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.
- Regular generation and production of investment ideas and solutions for advisory clients within Wealth Management.
- Presentation on market views, investment strategy and investment ideas for relationship managers, clients and prospects (incl. at events)
- Preparation of and participation in client pitches
- Presentation of all the investment products of the Bank, including Discretionary Solutions and Vontobel Select.
- Contribution to the continuous development of the investment offering
- Contribution to strategic projects within the department
What are we looking for?
- A minimum of 10 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.
- In-depth knowledge of structured products, mechanics, pricing drivers, and their practical application within diversified portfolios
- Excellent written and verbal communication skills in French, German and English.
- 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 natural seniority and a strong desire to deliver excellence.
- Strong technical analysis skills and proficiency in executing all types of client orders under pressure
- Proficiency in Microsoft Office and finance tools (Bloomberg, Factset is an asset)
What do we offer?
- Top Geneva location.
- 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.
Skills Required
- 10 years experience in client-facing advisory, focusing on holistic investment advisory
- Knowledge of macroeconomics and investment strategy
- Excellent knowledge of all asset classes
- Knowledge of structured products and their application in portfolios
- Excellent communication skills in French, German and English
- Strong technical analysis skills and ability to execute client orders
- Proficiency in Microsoft Office and finance tools (Bloomberg, Factset)
What We Do
Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the client’s perspective – as an investor for investors. This includes continually rethinking how to empower investors – something we have engaged in for over 100 years. Harnessing the power of technology allows us to deploy our investment expertise across multiple platforms and ecosystems, while aiming to offer an individualized and high-quality client experience. Our conviction that successful investing begins with the assumption of personal responsibility means we focus on empowering employees to unlock their potential, take ownership of their work, and bring opportunities to life. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients. Important legal notice: This publication is deemed to be marketing material within the meaning of Article 68 of the Swiss Financial Services Act and is provided for informational purposes only. We will be happy to provide you with additional information about the specified financial products, such as the prospectus or the basic information sheet, free of charge, at any time
