JobMesh

(Junior) Investment Advisor - 12 Months Temporary

Vontobel · Zürich, Zurich, CH

Are you passionate about investments and do you want to deliver the best possible investment experience possible for our clients? Within our Investment Advis...

Job description

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?: Provide high 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 , including careful execution 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, clients and prospects. Preparation of and participation to client pitches. What are we looking for?: A minimum of 5 years’ experience in finance, with focus either on direct client holistic investment advisory , or on execution (Execution Desk) Strong pass...