EAM Investment Advisor (100%)

The EAM Investment Advisor at Vontobel is responsible for providing high-quality investment advice tailored to our External Asset Managers (EAMs) across various asset classes. This role involves managing a portfolio of EAM clients, presenting proactive investment ideas, and contributing to the growth and development of our investment offerings. Additionally, the advisor will manage strategic projects within the department to enhance service delivery and client satisfaction.

To qualify for the EAM Investment Advisor role at Vontobel, candidates should have a minimum of 10 years of experience in finance, with a focus on holistic investment advisory services for External Asset Managers. A deep understanding of macroeconomics, investment strategies, and asset classes is essential, along with strong analytical skills, particularly in structured products. Proficiency in both German and English, as well as communication skills, is crucial for success in this position.

At Vontobel, we are deeply committed to the growth and development of our EAM Investment Advisors by providing an agile work environment that prioritizes collaboration and innovation. We offer the latest technology to enhance performance and access to continuous learning opportunities. Our open-office space fosters teamwork and diverse perspectives, ensuring that our team members can thrive and excel in their professional journeys.

EAM Investment Advisors at Vontobel enjoy a range of attractive benefits, including a prime Zurich location, hybrid working options, and a friendly, diverse team culture. We provide diverse employee benefits, including opportunities for home office use, a collaborative environment, and a commitment to employee well-being. Our flat hierarchy encourages open communication and bonding across all levels of the organization.

Applying for the EAM Investment Advisor position at Vontobel means becoming part of a family-owned company that prioritizes long-term thinking and sustainability. We believe in building better futures not only for our clients but also for our employees. If you're passionate about the financial markets and want to work in an environment that values diverse viewpoints and collaboration, Vontobel is the perfect place for you.

In responding to this question, focus on specific examples from your career where you successfully managed EAM clients. Highlight your previous roles, the investment strategies you implemented, and how you maintained and grew those relationships over time. Discuss any particular challenges you faced and how you overcame them to deliver exceptional service.

Here, articulate your perspective on investment strategies that have proven effective in your experience. Discuss attributes such as adaptability to market trends, diversification, and risk management. Use examples to illustrate how you have tailored strategies for different EAM clients based on their specific needs and goals.

Prepared candidates will explain their routine for staying informed about market trends and indicators, such as reading financial news, participating in webinars, or utilizing analytical tools. Include specific resources you trust, and mention how your knowledge is applied in making informed investment decisions for clients.

Discuss your familiarity with financial software and tools that assist with investment analysis, such as Bloomberg, FactSet, or portfolio management systems. Share how you leverage these tools to enhance advising capabilities, make data-driven decisions, and improve communication with clients.

In your answer, emphasize the importance of preparation and customization for each client meeting. Discuss how you analyze client needs beforehand and how you structure your presentations to address those needs effectively. Highlight your communication skills and the ability to engage clients in meaningful conversations.

Be prepared to share a specific example from your work experience where you handled a challenging investment situation. Detail the context, your approach, the outcome, and any lessons learned. This demonstrates your problem-solving skills and capability to navigate complex scenarios.

Discuss the collaborative nature of investment advising, especially in EAM scenarios where diverse skills can contribute to a more comprehensive approach. Share examples of how you’ve worked with colleagues or team members to develop investment solutions, showcasing your ability to lead or cooperate effectively.

Outline a methodical approach for discussing sensitive topics with clients, such as potential losses or adjustments to their portfolio. Emphasize the importance of honesty, transparency, and empathy, and share a specific instance where you navigated a particularly challenging conversation successfully.

Here, speak to your passion for the financial markets and how helping clients achieve their financial goals motivates you. Share insights into what drives you personally and professionally, and how that translates into the effort you put into advising and growing client relationships.

Discuss your organizational skills and techniques you utilize to prioritize tasks effectively. Mention tools or methods you may employ to ensure that you deliver timely and personalized service for each client, while balancing multiple responsibilities and projects.