FX Advisor (80-100%)

Bank Vontobel
Zurich, Switzerland
02 Jun 2023
02 Jul 2023
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead.
We are a globally active investment firm with Swiss roots, specialized in wealth management, active asset management and investment solutions.

Our clearly focused service and our investment expertise make us an ideal partner for private clients, external asset managers, and family offices. Would you like to leverage your proven foreign exchange (FX) expertise and actively shape the future in this offering for private clients?

Together with your team of investment specialists and relationship managers, you will make sure that your clients get the unique Vontobel investment expertise and client experience.

  • Together with an international team of investment and product specialists, you will consult and serve a demanding clientele, which includes key clients, external asset managers, and family offices. You will deliver a high level in terms of quality and sophistication, tailor made FX investment/products and ideas to these clients.
  • Collaborate closely with the relationship managers, team leaders and investment specialists to advise your clients on FX market and FX trends across major currencies.
  • Build and develop together with trading specialists and risk managers an appropriate FX derivative offering aside of spot, forwards, etc.
  • Inspire and mentor your colleagues and clients thanks to your passion for markets, your deep knowledge about FX and capabilities to deliver them to our private clients.

You bring
  • Minimum 5-10 years of experience in FX sales, derivatives and trade services
  • A previous track record in developing and coverage of private clients on their Forex Exchange needs.
  • Strong Investment, presentation skills, and capacity to convince and to transform Forex ideas to our clients
  • Ability to analyze and interpret data and its impact on the FX market and to identify market trends.

You are
  • A trusted team member, who inspires your colleagues with exemplary behavior and contributes to a culture of opportunities and innovation
  • Able to collaborate efficiently with team members with the aim to deliver best-inclass services to your clients
  • Someone who has the agility and resilience to adapt to various situations and are able to deal with ambiguity
  • Client focused, collaborative and communicate efficiently to deliver the best possible client experience
  • Comfortable with KPIs and targets and able to set up a clear strategy to reach your goals
  • Business fluent in German and English, another language is also a value added (especially French, Italian, Spanish)

What we offer
  • We work according to agile principles especially in our way of thinking and our methodology and we work with mutual trust
  • Teamwork is important to us: We always exchange valuable knowledge and skills with each other - One Vontobel
  • Our work culture is characterized by short communication channels and direct cross-departmental contact and information exchange

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 .