Within the Wealth Management Investment Distribution team in Zurich we are looking for a strong senior 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 client. You interact with UHNWI and HNWI clients to address their investment needs.
Holistic Investment Solution Specialist across asset classes (structured prodcuts, investment certificates, funds, discretionary portfolio management, active advisory across the entire asset classes).
Align the company's investment capabilities holistically with the client' needs
Taking the clients demand and needs as the starting point for every investment solutions discussion within WM clients. Create an offering that is approved and suits clients needs.
Driving and executing Rfp as a central entry point for product units and WM front unit
Bringing One Vontobel investment ideas holistically to UHNW and HNW clients
Driving UHNW/MFO investment solutions and product ideas
Deal with complex client investment proposal
Participate in end client meeting
8 + years of experience in the financial industry preferably in Wealth Management
A strong investment product and financial market background
Client focused approach by having strong capabilities to listening to clients needs and to form them into solutions
University degree in finance or business management, CFA or similar qualification is an asset
Excellent written and spoken German and English skills, any other language would be an asset
A person who likes to drive initiatives, who takes ownership and has a strong investment background.
A person who is willing to drive convincing ideas and put them forward
Highly motivated and open minded self-starter with the ability to work under pressure and meet deadline
Dynamic and passionate personality, with a positive work attitude
Ability to capture fast moving ideas and product trends
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.