Job offer
Investment Advisor
As an Investment Advisor at Vontobel Swiss Financial Advisers (Vontobel SFA), you would provide highly qualified, customized investment advice to discerning US private clients and build and manage a portfolio of direct clients. You would have the opportunity to contribute your expertise, work with a talented team, and contribute to the growth of the company.
Job description: Investment Advisor
Tasks
- Providing customized investment advice to sophisticated US private clients across asset classes and markets
- Management and growth of your own customer base
- Continuous monitoring of investment portfolios and provision of proactive investment ideas for clients
- Preparation of investment proposals and ideas for advisory clients
- Presentation of market assessments, investment strategies, and ideas for clients
- Participation in prospect meetings
- Contribution to the continuous development of the investment offering
Requirements
- At least 10 years of experience in the financial sector, specializing in investment advice
- Very good knowledge of macroeconomics and investment strategy
- Proven excellent knowledge in all asset classes
- Strong technical analysis skills
- Excellent written and verbal communication and presentation skills in English; other languages such as Spanish, French or German are an advantage
- Highly motivated team player with strong organizational skills and willingness to take responsibility for multiple tasks
- Flexible, proactive, open-minded character and strong willingness to deliver top performance
- Routine execution of all types of customer orders under pressure
- Routine in Microsoft Office and financial tools (Bloomberg)
We offer
- Location New York
- Diverse team environment in an open office
- The latest technology to make your work easier and more efficient
- Agile working environment
- Flat hierarchy with collaboration at all levels
Salary
- $150,000.00 - $200,000.00
Job details
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