Beschreibung

As an Investment Advisor, you will engage with clients by preparing for meetings and presenting tailored investment solutions. Your role involves monitoring market trends, managing client portfolios, and contributing to innovative investment strategies.

Anforderungen

• •Minimum of 5 years experience in client-facing advisory
• •Very good knowledge of macroeconomics and investment strategy
• •Proven excellent knowledge of all asset classes
• •Excellent written and verbal communication skills in German and English
• •Excellent presentation and communication skills
• •Highly motivated team player with strong organization skills
• •Flexible, proactive, open-minded attitude
• •Proficiency in Microsoft Office and finance tools (Bloomberg)

Aufgaben

• •Create scalable investment content across asset classes
• •Prepare for and participate in prospect client meetings
• •Present Vontobel's value proposition service-agnostically
• •Continuously monitor market developments
• •Innovate with new investment solutions
• •Manage and grow a book of advisory direct clients
• •Monitor advisory portfolios for risk budget and performance
• •Provide proactive investment ideas to clients
• •Contribute to the development of the investment offering
• •Participate in strategic projects within the department

Tools & Technologien

Benefits