Julius Baer
Investment Advisor(m/w/x)
Full-timeOn-siteExperienced
Zürich
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VOVontobel Swiss Financial Advisers AG
Senior Investment Advisor(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Advising sophisticated US high net worth individuals and corporations on tailor-made portfolios. 10+ years finance and advisory experience required. Free lunch, sustainability-focused advisory.
Requirements
- Minimum 10 years finance and investment advisory experience
- Very good macroeconomics and investment strategy knowledge
- Excellent knowledge of all asset classes
- Strong technical analysis skills
- Excellent English communication and presentation skills
- German language skills as a plus
- Highly motivated team player with organizational skills
- Willingness to take ownership of tasks
- Flexible, proactive, and open-minded attitude
- Strong desire to deliver excellence
- Proficiency in executing client orders under pressure
- Proficiency in Microsoft Office and Bloomberg
Tasks
- Provide tailor-made investment advice to sophisticated US clients
- Manage and grow a book of advisory clients
- Monitor advisory portfolios and provide proactive ideas
- Create investment proposals for advisory clients
- Present market views and strategies to prospects
- Support the company's security selection process
- Participate in prospect meetings
- Develop the company's investment offering
Work Experience
- approx. 4 - 6 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- German – Basic
Tools & Technologies
- Microsoft Office
- Bloomberg
Benefits
Parking & Commuter Benefits
- Top Zurich location
Modern Office
- Collaboration spaces
Free or Subsidized Food
- Free lunch
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Informal Culture
- Flat hierarchy
- Campus feeling
- Collaborative spirit
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Vontobel Swiss Financial Advisers AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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VOVontobel Swiss Financial Advisers AG
Senior Investment Advisor(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Advising sophisticated US high net worth individuals and corporations on tailor-made portfolios. 10+ years finance and advisory experience required. Free lunch, sustainability-focused advisory.
Requirements
- Minimum 10 years finance and investment advisory experience
- Very good macroeconomics and investment strategy knowledge
- Excellent knowledge of all asset classes
- Strong technical analysis skills
- Excellent English communication and presentation skills
- German language skills as a plus
- Highly motivated team player with organizational skills
- Willingness to take ownership of tasks
- Flexible, proactive, and open-minded attitude
- Strong desire to deliver excellence
- Proficiency in executing client orders under pressure
- Proficiency in Microsoft Office and Bloomberg
Tasks
- Provide tailor-made investment advice to sophisticated US clients
- Manage and grow a book of advisory clients
- Monitor advisory portfolios and provide proactive ideas
- Create investment proposals for advisory clients
- Present market views and strategies to prospects
- Support the company's security selection process
- Participate in prospect meetings
- Develop the company's investment offering
Work Experience
- approx. 4 - 6 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- German – Basic
Tools & Technologies
- Microsoft Office
- Bloomberg
Benefits
Parking & Commuter Benefits
- Top Zurich location
Modern Office
- Collaboration spaces
Free or Subsidized Food
- Free lunch
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Informal Culture
- Flat hierarchy
- Campus feeling
- Collaborative spirit
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Vontobel Swiss Financial Advisers AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Vontobel Swiss Financial Advisers AG
Industry
FinancialServices
Description
The company offers investment advisory services for high net worth individuals and corporations, committed to long-term thinking and sustainability.
Not a perfect match?
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