Senior Investment Advisor: Private Clients

About the job

The start date is by arrangement.

Do you enjoy direct contact with clients and various stakeholders? Would you like to take the opportunity to engage in a meaningful role within values-based banking and contribute to the development of the Alternative Bank Switzerland? Then we would love to get to know you!

What to expect

• Independent, needs-based support of private investment clients in Switzerland
• Independently creating, implementing and monitoring individual investment proposals and portfolio analyses
• Taking over and developing existing clients as well as acquiring new clients
• Developing trusting partnerships with our internal and external clients
• Representing values-based and impact-oriented banking in line with the ABS mission
• Close collaboration with the investment advisory team and related departments
• Administrative tasks related to client support
• Ensuring team representation

What we expect

• Successfully completed business studies (university/FH/HF) and/or commercial training with relevant further education in banking & finance
• Several years of practical experience in investment advisory for private clients
• Excellent knowledge of financial products and services as well as the regulatory environment
• Experience with sustainable investments and intrinsic interest in ecological and social issues
• Enthusiasm for challenges in complex client relationships
• Engaging, service-oriented personality
• Team player, open, solution-oriented and flexible
• Excellent oral and written communication skills in German; French and/or English skills are an advantage
• Very good IT user skills (MS Office, investment advisory tools and Finnova are advantageous)

What we offer

• Meaningful work in a values-based company
• High personal responsibility and decentralised decision-making in a sociocratic organisation
• Great flexibility regarding working hours and location
• Committed team with colleagues who share the same values

Remuneration

• At ABS, we have a remuneration model that ensures equal pay for work of equal value. Our salaries are internally transparent and we guarantee a salary range of a maximum of 1:5 between the lowest and highest salary. For this role, the annual gross salary is around CHF 120,000. The classification is based on clear and transparent criteria.

Learn more about ABS as an employer and about our benefits .