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Vontobel Swiss Financial Advisers AG
12d ago

Senior Investment Advisor(m/w/x)

Zürich
Full-timeOn-siteSenior

Description

In this role, you will drive growth by providing bespoke investment advice to US clients while proactively shaping evolving market strategies and investment offerings.

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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

Tools & Technologies

Microsoft OfficeBloomberg

Languages

English – Business Fluent

German – Basic

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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