About this role
As an Investment Advisor at Vontobel, you will develop innovative investment themes and personalized strategies, focusing on asset allocation and theme investing. You will play a key role in expanding our holistic investment solution, "Select," by identifying client needs, selecting appropriate instruments, and monitoring performance. This role requires a proactive individual with strong financial acumen and excellent communication skills to advise clients and support relationship managers.
What we are looking for 6
- Develop investment themes and strategic/tactical calls
- Expand Vontobel's "Select" holistic investment solution
- Create personalized investment strategies based on client needs
- Provide investment ideas to the advisory team
- Identify client needs and select investment instruments
- Monitor "Select" implementation, performance, and reporting