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Senior Investment Advisor (h/f/d)

Raiffeisen Schweiz

Employment type
Full-time
Location
Lausanne
First posted
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Be part of our team! Our "Investment Advisory" team implements, monitors and manages the universe of Raiffeisen recommendations. We offer model portfolios and develop tactical and thematic investment recommendations. Furthermore, we provide personalized advisory services and maintain close communication with Raiffeisen banks. We thus support investment advisors in their daily work with clients and contribute to the quality of advice. To strengthen our team, we are looking for a motivated person with solid investment experience for the position of Senior Investment Advisor (h/f/d) immediately or by agreement. The position is based in Lausanne and involves weekly trips to Zürich (Circle). Letter of motivation replaced by an application questionnaire Apply now Share What to expect? ## • Development and selection of strategic and tactical investment recommendations for all asset classes • Contact person for client advisors on complex investment issues, as well as support in identifying suitable implementation solutions and optimizing portfolios • Development and communication of thematic investment solutions • Participation in the design and ongoing development of advisory services • Management and monitoring of the investment universe and recommendations • Organization of internal and external events in French What do you bring? ## • University degree in economics or finance (university/HES) or equivalent education • Certifications such as AZEK or CFA are an asset • Several years of experience in investment consulting and selection of investments covering all asset classes, ideally with a focus on sustainable investments • Creativity as well as an excellent understanding of the needs of investors • Excellent oral and written expression skills in French and German required

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Posted 6 weeks ago

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