Investment Advisor

About the job

VZ is the leading independent financial service provider in Switzerland. Customers of VZ Depotbank carry out their transactions efficiently and cost-effectively. Because we are growing strongly, we are looking for reinforcement for our headquarters in the centre of Zug.

Investment Advisor

What to expect from us

• You develop individual investment proposals for customers with advisory mandates, implement them and monitor their development.
• You prepare meetings and presentations and process the results.
• You monitor the financial markets and oversee customer portfolios.
• You work closely with the Investment Advisory Services and Research teams.
• You assist with customer acquisition and complex investment topics.

What you bring with you

• (Technical) university degree, ideally specialising in Banking & Finance
• Alternatively: banking apprenticeship, experience in investment advisory/consulting and professional training (AZEK / CFA)
• Experience in supporting demanding private clients, to quickly take responsibility for your own client portfolio
• Enthusiasm for stock exchanges & markets and practical knowledge of equities, bonds and collective investments
• Enjoyment of customer contact, excellent communication and team play
• Performance orientation, thirst for knowledge, motivation and initiative.

What we offer you

• With us, you can contribute your ideas and continuously develop yourself in a dynamic and proactive environment.
• You are also in the right place with us for your further education: We support you individually and assist you within the job profile framework with external training.
• Anonymous satisfaction surveys regularly confirm that employees rate VZ as an above-average positive environment in which they can fully develop. Become part of it!

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