Senior Investment Consultant (m/f/d)

About the job

Senior Investment Consultant (m/f/d)

What awaits you?

• Point of contact for the Raiffeisen Banks of Italian Switzerland regarding investment matters, including services, solutions and advisory tools, as well as all development initiatives promoted by the Group
• Provides competent and specialised advice and supports the Raiffeisen Banks in developing private clients on the topic of "Investments"
• Offers competent and timely support regarding innovations related to investment solutions and processes of the Raiffeisen Group and general information on financial markets
• Implements the Group's strategy in collaboration with the investment managers of the Raiffeisen Banks, actively promoting the Group's "Investment Philosophy and Policy"
• Organises, facilitates and conducts meetings for experience exchange with the investment advisors of the Raiffeisen Banks, prepares and delivers training courses on "Investments" for the advisors of the Raiffeisen Banks and is available for events or roadshows aimed at clients

What do you offer?

• University-level education (university or university of applied sciences, economic or scientific field) or federal diploma in business administration, specialising in the financial market.
• Several years of solid experience as a certified investment advisor SAQ Wealth Management Advisor
• Ability to manage multiple projects simultaneously
• Communicative personality with strong summarising, decision-making, organisational and autonomous skills
• Willingness to work in a team, strong customer orientation and initiative spirit
• Flexibility and willingness to travel frequently in the Ticino and Moesano regions for market coverage and in German-speaking Switzerland at the St. Gallen and Zurich offices
• Italian language (level C1/C2), with excellent writing and spelling skills and very good knowledge of German

We offer flexible working models

We care about the work-life balance of our staff. For this reason, we create conditions so that working hours can be structured flexibly, with options for mobile work, home office and part-time employment.

We work in a familiar environment.

Cooperative values are our pillars. Together. For each other. They characterise our collaboration and mutual relationships. The culture of informal address creates personal closeness and equal relationships at all functional levels.

We live diversity and equal opportunities

Within our teams, we promote diversity of perspectives, experiences and skills. This variety makes us special and decisively contributes to our success.

We live a responsible corporate culture

We prioritise group performance, favouring collective profit sharing over individual bonus payments. This promotes a healthy corporate culture, where targeted and superior goals are pursued to develop optimal solutions together.

We promote personal and professional development

Continuous learning is part of our culture. We create space for the development of individual specialist and personal skills and support our employees in a targeted manner, with a wide range of internal training and cost participation for external professional development.

"Living and working healthily" is our programme

With our comprehensive offer "Living and working healthily" we support our employees in finding and maintaining a proper long-term balance between professional and private life.

Do you have questions?

For questions regarding the content of the position:

Fabio Casadei
Head of Financial Planning and Investments
+41 (91) 8215011

For questions about the application process:

Ana Olmo
Recruiting Partner
+41 (71) 2258340

Who we are