Investment Advisor
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Join to apply for the Investment Advisor role at Vontobel

Join to apply for the Investment Advisor role at Vontobel

Join Our Team at Vontobel Swiss Financial Advisers (Vontobel SFA).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!What would your role be?

• Provide high quality tailor-made investment advice to sophisticated US private clients across all asset classes and different markets
• Manage and growth 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

What are we looking for?

• 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 skills in English
• Excellent presentation and communication skills.
• Highly motivated team player, with strong organization skills and willingness to take 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)

What do we offer?

• New York location
• Diverse team in an open-office space.
• All the latest technology to help you excel and advance.
• Agile environment in how we think
• Flat hierarchy with collaboration at all levels.
• Campus feeling and a collaborative spirit.

Salary range: 150'000.00 – 200'000.00 $Why Vontobel?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.At Vontobel, we believe that diversity drives innovation and success. Our team thrives on unique perspectives, experiences, and ideas, and we're committed to building an inclusive environment where everyone can contribute and grow.We're looking for passionate individuals who are ready to make a difference in a dynamic, ever-evolving world. Even if you don't meet every single qualification, we encourage you to apply.What matters most to us is your enthusiasm, drive, and willingness to learn. If you're excited about this opportunity and believe you can bring value to the role, we'd love to hear from you. Let's shape the future together!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.

Seniority level

• Seniority levelNot Applicable

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Sales
• IndustriesFinancial Services and Banking

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