Investment Advisor

VZ is the leading independent financial service provider in Switzerland. Customers of VZ Depotbank execute their transactions efficiently and cost-effectively. 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 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 complex investment topics.

What you bring with you

• (Technical) university degree, ideally specializing 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 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 at the right place with us for your further training: We promote you individually and also support you with external further training 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!

2

Your contact person

j4id10419590a j4it1040a j4iy26a