Investment Advisor
We are looking for an initiative, independent and persuasive personality who is willing to take on great responsibility & challenging tasks as an Investment Advisor with a focus on asset allocation and theme investing.
What would your role be?
- Developing investment themes and topics for strategic implementation as well as tactical investment calls
- Further develop the business reach of Vontobel’s Module-based, holistic investment solution “Select”
- Developing personalized investment strategies and tactical positionings based on clients needs and views for implementation in “Select”
- Providing the investment advisory team with investment ideas and topics on a short-term (opportunistic) basis
- Identifying client needs and selecting investment instruments to implement strategic views as well as tactical calls in “Select” modules
- Monitoring “Select” implementation, including performance analyses and reporting
- Support client relationship managers with respect to the “Select” offering
What are we looking for?
- University degree in finance, further degrees like CFA (or similar) preferred
- Experience in the financial industry, with focus on top down invest...
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