Senior Investment Advisor

VZ is the leading independent financial service provider in Switzerland. Customers of VZ Depotbank process their transactions efficiently and affordably. Because we are growing strongly, we are looking for reinforcement for our headquarters in the center of Zug.

Senior Investment Advisor

What awaits you with us

• You develop individual investment proposals for customers with an advisory mandate, implement them, and monitor the development.
• You prepare discussions and presentations and process the results.
• You observe the financial markets and monitor customer portfolios.
• You work closely with the Investment Advisory Services and Research.
• You assist with customer acquisition and with complex investment topics.

What you bring with you

• Several years of experience in Investment Advisory
• (Technical) university degree and professional training (AZEK / CFA)
• Enthusiasm for stock exchanges & markets and practical knowledge of equities, bonds, and collective investments
• Enjoyment of customer contact, excellent communication and teamwork
• Performance orientation, thirst for knowledge, motivation and initiative.

What we offer you

• With us, you can contribute your ideas and steadily develop yourself in a dynamic and proactive environment.
• You are also in the right place with us for your further education: We promote you individually and also support you with external further education within the framework of the job profile.
• Anonymized satisfaction surveys regularly confirm that employees classify VZ as an above-average positive environment in which they can fully develop themselves. Become part of it!

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Your contact person

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