Job offer
Investment Advisor
As an Investment Advisor at Vontobel Swiss Financial Advisers (Vontobel SFA), you would provide tailored 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 finance, with a focus on investment advice
- Very good knowledge of macroeconomics and investment strategy
- Proven excellent knowledge in all asset classes
- Strong technical analysis skills
- Excellent written and oral 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 commitment to delivering excellence
- 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 environment in our mindset
- Flat hierarchy with collaboration at all levels
Salary
- $150,000.00 - $200,000.00
Job details
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