Investment Advisor

Expiring today

Bank Vontobel AG
Zurich, Switzerland
06 Sep 2022
05 Oct 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Do you like to think about investment opportunities? Are you excited about new opportunities related to ESG-investing? Do you like to advice clients across asset classes? Then be part of a team of investment specialists and drive sustainable investing in the advisory context to the next level.
You will create and present investment ideas across asset classes, serve direct clients, and be actively involved in developing ESG-related services for both internal and end clients.

Your opportunity
  • Create scalable investment content across asset classes (switch and investment ideas) and serve the whole client base
  • Drive ESG in the advisory context and develop into one of the bank's faces behind the topic
  • Interact with internal stakeholders on the topic of ESG-investing
  • Actively advice both internal and end clients across asset classes
  • Prepare and participate in prospect client meetings
  • Continuously monitor market developments and innovate with new investment solutions

You bring
  • University degree, CFA is an appreciated asset
  • A minimum of 10 years experience in finance, with focus on client facing holistic investment advisory
  • Very good knowledge across asset classes and ESG-investing
  • Excellent written and verbal communication skills in German and English
  • Excellent client presentation and communication skills
  • Highly motivated team player, with strong organization skills and willingness to take ownership on several tasks
  • Willingness to go the extra-mile linked to a strong "do"-attitude
  • Flexible, proactive, open-minded, with a strong desire to improve things
  • Proficiency in Microsoft Office and finance tools (Bloomberg)

You are
  • You are fascinated by the dynamics of financial markets
  • You like to build your own views and inspire others
  • You are excited about new opportunities related to ESG-investing
  • You are passionate about the interaction with clients
  • You love to take ownership

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 .

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