Investment Advisor, 80-100%

Professional experience university graduate

Work location Zug

Workload 80-100%

Start date by arrangement

Department Asset Management / Portfolio Management

Employment type Permanent employment

Investment Advisor, 80-100% #

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

What to expect from 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 client portfolios.
• You work closely with the Investment Advisory Services and Research.
• You assist with customer acquisition and complex investment topics.

What you bring with you ##

• (Technical) university degree, ideally specialization in Banking & Finance
• Alternatively: banking apprenticeship, experience in Investment Advisory / Consulting and professional training (AZEK / CFA)
• Experience in supporting sophisticated private individuals to quickly be responsible for your own client book
• Enthusiasm for stock markets & markets and practical knowledge of equities, bonds and collective investments
• Enjoyment of customer contact, excellent communication and teamplay
• Performance orientation, thirst for knowledge, motivation and initiative.

What we offer you ##

• With us you can contribute your ideas and constantly develop yourself in a dynamic and proactive 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 framework of the job profile.
• Anonymized satisfaction surveys regularly confirm that employees rate 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

Cooperation We work together 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

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