Investment Advisor

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

Investment Advisor

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 with complex investment topics.

What you bring with you

• (Professional) university degree, ideally specialization in Banking & Finance
• Alternatively: banking apprenticeship, experience in Investment Advisory / Consulting and professional training (AZEK / CFA)
• Experience in supporting demanding private individuals in order 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 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 constantly develop yourself in a dynamic and proactive environment.
• You are also at the right place with us for your further training: We support you individually and also support you within the framework of the job profile for external further training.
• 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!

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Your contact person

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