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Senior Specialist Investment Solutions

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Senior Specialist Investment Solutions
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.
Your opportunity
  • 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
You bring
  • 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
Your are
  • 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.


Bianca Opitz, Corporate Human Resources

Website https://vontobel.wd3.myworkdayjobs.com/Vontobel_External_Career/

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