13 days ago

Financial Product Advisor (Ticino)

Bank Vontobel AG

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Financial Product Advisor (Ticino)

Investment Banking

Financial Product Advisor (Ticino)

At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.

For our Advisory Team in Zurich we are looking for a Financial Product Advisor for the Italian-speaking part of Switzerland.

Your challenge:

  • Pro-actively develop and manage your customer portfolio in the Italian-speaking part of Switzerland

  • Deepen relationships with existing clients as well as acquire new customers from your own network and through cold calling

  • Work in close collaboration with the other team members as well as the bank's other departments, in particular Trading and Financial Engineering, to ensure first quality service to our client base in Ticino

  • From idea generation and portfolio analysis to product execution, the goal is to provide our clients a complete advisory package in investment products


Your qualification:

  • Bachelor's and/or Master's degree in finance or economics

  • Previous experience in similar role (sales, advisory) in the financial industry

  • Network of customers, in particular banks and asset Managers

  • Good understanding of derivatives instruments as well as a strong interest in financial markets and Investments

  • Pro-active attitude, analytical and structured thinking

  • Highly motivated with an entrepreneurial spirit

  • Excellent interpersonal skills and ability to work under pressure

  • Fluent in German, Italian and English

Isabel Mettler, Corporate Human Resources, +41 58 283 54 37

Take ownership and bring opportunities to life. Be Vontobel.