Senior Investment Advisor (m|f|x) Zürich

Are you passionate about the financial markets and ready to make an impact in a dynamic, client-focused environment? At Vontobel Swiss Financial Advisers (Vontobel SFA), a US-licensed Registered Investment Adviser (RIA), we are seeking a driven and experienced professional to join our team. In this role, you’ll have the opportunity to leverage your expertise, collaborate with a talented team, and contribute to the continued growth of our business. We value a team-oriented mindset, innovative thinking, and a commitment to delivering exceptional results for our clients. If you’re excited about shaping the future of wealth management and thrive in a collaborative, fast-paced environment, we’d love to hear from you. Bring your passion, experience, and ambition to Vontobel SFA—apply today and grow with us!

Why Vontobel?
At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world.

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

Tasks

• Provide high quality tailor-made investment advice to sophisticated US private clients across all asset classes and different markets
• Manage and grow a book of advisory direct clients
• Ongoing monitoring of advisory portfolios, providing proactive investment ideas to clients.
• Creating of investment proposals and investment ideas for advisory clients
• Presentation of market views, investment strategy and investment ideas for clients and prospects
• Supporting the security selection process of Vontobel SFA
• Participation in prospect meetings
• Contribution to the continuous development of the investment offering

Profile / Your qualification / Your personality

• A minimum of 10 years’ experience in finance, with focus on investment advisory
• Very good knowledge of macroeconomics, and investment strategy
• Proven excellent knowledge of all asset classes
• Strong technical analysis skills
• Excellent written and verbal communication and presentation skills in English. German a plus
• Highly motivated team player, with strong organization skills and willingness to taken ownership on several tasks
• Flexible, proactive, open-minded attitude and a strong desire to deliver excellence.
• Proficiency in executing all type of client orders under pressure
• Proficiency in Microsoft Office and finance tools (Bloomberg)

That awaits you

• Top Zurich location with collaboration spaces and free lunch.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Flat hierarchy with collaboration at all levels.
• Campus feeling and a collaborative spirit.
• We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not
• have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

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Contact

Location

Gotthardstrasse 43, CH-8002 Zürich