Senior Investment Advisor, 80-100%

Professional experience Experienced professionals

Work location Zug

Workload 80-100%

Start date by arrangement

Department Asset Management / Portfolio Management

Employment type Permanent employment

Senior Investment Advisor, 80-100% #

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

What awaits you with us ##

• You develop individual investment proposals for clients 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 client portfolios.
• You work closely with the Investment Advisory Services and Research.
• You assist with client acquisition and 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 client 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 initiative environment.
• You are also in the right place with us for your further education: We support you individually and also support you with external further education within the scope 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!

Growth New projects and markets offer space for your own ideas and growth

Benefits We invest in you. You can find all benefits here

Collaboration We work in a networked, cross-location manner and at eye level

Would you like to know more about us?

Your work location ###

Your contact person ###

Chantal Malcolm
Recruiting Manager

+41 44 207 27 27

VZ VermögensZentrum
Gotthardstrasse 6, 8002 Zürich

VZ VermögensZentrum
Gotthardstrasse 6, 8002 Zürich

VZ VermögensZentrum (Headquarters)
Recruiting
Maximiliansplatz 12, 80333 München
www.vermoegenszentrum.de

Apply here: