
Are you passionate about investments and do you want to deliver the best possible investment experience possible for our clients? Within our Investment Advisory & Solutions units, you will join a team of professionals who take ownership of the investment advisory.
What would your role be?
Providehigh quality, proactive,tailor-made investment advice to UHNWI clients and sophisticated wealth management customers across all the asset classes and different markets.
Manage a book of advisory direct clients,includingcarefulexecution on all asset classes and instruments.
Ongoing monitoring of advisory portfolios (risk budget, performance, asset allocation), providing frequent proactive investment ideas to clients.
Regular generation and production of investment ideas and solutions for advisory clients within our private client unit.
Presentation of market views, investment strategy and investment ideas for relationship managers,clientsand prospects.
Preparation ofand participation to client pitches.
What are we looking for?
A minimum of5years’ experience in finance, withfocuseitheron direct client holistic investment advisory, oron execution (Execution Desk)
Strong passion for financial markets, combined with a proactive mindset and a continuous drive to learn and grow within the advisory field.
Good Knowledge of all the asset classes,proficiencyin executing all type of client orders on all instruments under pressure.
Goodknowledge of macroeconomics, and investment strategy.
Experience in portfolio management is an asset.
Excellent written and verbal communication skills in English, and Russian German isahighly appreciated asset.
Excellent presentation and communication skills.
Highly motivated team player, with strongorganizationskills, strategicthinkingand willingness to take ownership on several tasks.
Flexible, proactive, open-minded attitude, charismatic person withastrong desireto deliver excellence.
Proficiencyin Microsoft Office and finance tools (Bloomberg,Factsetis an asset).
What do we offer?
Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
Friendly, diverse team in an open-office space.
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.
Lots of specialperks, including home officepossibilityup to 20%.
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.
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’recommitted 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. Even if youdon’tmeet all the criteria, we encourage you to apply ifyou’reenthusiastic about the role.
Do you want to beVontobel?
Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.
At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.
If you have any questions you can contact us through our contact form

Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the client’s perspective – as an investor for investors.
This includes continually rethinking how to empower investors – something we have engaged in for over 100 years. Harnessing the power of technology allows us to deploy our investment expertise across multiple platforms and ecosystems, while aiming to offer an individualized and high-quality client experience.
Our conviction that successful investing begins with the assumption of personal responsibility means we focus on empowering employees to unlock their potential, take ownership of their work, and bring opportunities to life. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients.
Important legal notice: This publication is deemed to be marketing material within the meaning of Article 68 of the Swiss Financial Services Act and is provided for informational purposes only. We will be happy to provide you with additional information about the specified financial products, such as the prospectus or the basic information sheet, free of charge, at any time.
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