Senior Investment Advisor

JobsCloseBy Editorial Insights

Vontobel SFA is seeking a senior investment advisor (US-licensed RIA) with at least 10 years in finance focused on advisory, to provide tailor-made advice to sophisticated US private clients across asset classes, manage a client book, monitor portfolios, develop investment proposals, and contribute to product development and prospect meetings in a fast-paced, collaborative Zurich-based environment; the role requires deep macro and asset-class knowledge, strong technical analysis, fluent English (German a plus), strong communication skills, ownership mindset, and proficiency in Bloomberg and MS Office. To apply, tailor your CV to highlight multi-asset experience, client growth outcomes, and proactive ideas, include measurable results, and demonstrate team collaboration and adaptability.

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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 grow 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 and presentation skills in English. German a plus
• Highly motivated team player, with strong organization skills and willingness to taken 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?

• Top Zurich location with collaboration spaces and free lunch.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Flat hierarchy with collaboration at all levels.
• Campus feeling and a collaborative spirit.
• We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not
• have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

Why Vontobel?
At Vontobel, you are building better futures for our clients and society, as well as for yourself. 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.
Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world.

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.