At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.
Within the Wealth Management Investment Distribution team in Zurich we are looking for a strong investment specialist to further deepen the high demand from our clients on active investment ideas. You will take full ownership of the investment offering within Wealth Management and bring strong investment ideas and solutions to clients.
Manage investment requests from UHNWI, HNWI private clients
Drive Rfp requests and bring One Vontobel investment solutions to win the Rfp
Actively contribute towards an investment led culture
Strong investment product background across structure products, funds, managed solutions and across the entire asset allocation
Strong financial market interest and understanding of it
Very client oriented with a strong sense of ownership and can do attitude
5+ years in investment sales experience
University degree, CFA, CAIA or similar qualification is an asset
Strong investment product and financial market know how
Great presenter and client oriented person
Excellent written and spoken German and English skills, any other language would be an asset (position will be in a German speaking environment)
Highly motivated and open minded, self-starter with the ability to work under pressure and meet deadlines
Very creative in terms of client approach, client interaction - creativity and winning personality
Dynamic and passionate personality, with a positive work attitude
Bianca Opitz is looking forward to receive and review your application.
Please apply via our career portal. For this position, please note that we do not consider applications from recruitment agencies.
If you have any question you can contact us through ourcontact form.