Dein persönlicher KI-Karriere-Agent
(Junior) Investment Advisor(m/w/x)
Tailor-made investment advice for direct clients across all asset classes. 5 years finance experience required. Free lunch, home office possibility.
Anforderungen
- 5 years experience in finance (direct client investment advisory or execution)
- Passion for financial markets, proactive mindset, drive to learn
- Good knowledge of all asset classes, proficiency in executing client orders
- Good knowledge of macroeconomics and investment strategy
- Portfolio management experience (asset)
- Excellent written/verbal English and Russian communication
- Excellent presentation and communication skills
- Highly motivated team player, organized, strategic thinker, ownership
- Flexible, proactive, open-minded, charismatic, desire for excellence
- Proficiency in Microsoft Office and finance tools (Bloomberg, Factset asset)
- Talented people sought, not just CVs
- Enthusiasm for the role encouraged even if not all criteria met
Aufgaben
- Provide high-quality, proactive, tailor-made investment advice
- Manage a book of advisory direct clients
- Execute on all asset classes and instruments
- Monitor advisory portfolios for risk, performance, and asset allocation
- Generate and produce investment ideas and solutions
- Present market views and investment strategies
- Participate in client pitches
Berufserfahrung
- ca. 5 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Russisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Tools & Technologien
- Microsoft Office
- Bloomberg
- Factset
Benefits
Gratis oder Vergünstigte Mahlzeiten
- Free lunch
Flexibles Arbeiten
- Home office possibility
Modernes Büro
- Collaboration spaces
- Open-office space
Sonstige Vorteile
- Rooftop terraces
Lockere Unternehmenskultur
- Friendly, diverse team
- Flat hierarchy
- Campus feeling
- Collaborative spirit
Moderne Technikausstattung
- Latest technology
Startup-Atmosphäre
- Agile environment
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(Junior) Investment Advisor(m/w/x)
Tailor-made investment advice for direct clients across all asset classes. 5 years finance experience required. Free lunch, home office possibility.
Anforderungen
- 5 years experience in finance (direct client investment advisory or execution)
- Passion for financial markets, proactive mindset, drive to learn
- Good knowledge of all asset classes, proficiency in executing client orders
- Good knowledge of macroeconomics and investment strategy
- Portfolio management experience (asset)
- Excellent written/verbal English and Russian communication
- Excellent presentation and communication skills
- Highly motivated team player, organized, strategic thinker, ownership
- Flexible, proactive, open-minded, charismatic, desire for excellence
- Proficiency in Microsoft Office and finance tools (Bloomberg, Factset asset)
- Talented people sought, not just CVs
- Enthusiasm for the role encouraged even if not all criteria met
Aufgaben
- Provide high-quality, proactive, tailor-made investment advice
- Manage a book of advisory direct clients
- Execute on all asset classes and instruments
- Monitor advisory portfolios for risk, performance, and asset allocation
- Generate and produce investment ideas and solutions
- Present market views and investment strategies
- Participate in client pitches
Berufserfahrung
- ca. 5 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Russisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Tools & Technologien
- Microsoft Office
- Bloomberg
- Factset
Benefits
Gratis oder Vergünstigte Mahlzeiten
- Free lunch
Flexibles Arbeiten
- Home office possibility
Modernes Büro
- Collaboration spaces
- Open-office space
Sonstige Vorteile
- Rooftop terraces
Lockere Unternehmenskultur
- Friendly, diverse team
- Flat hierarchy
- Campus feeling
- Collaborative spirit
Moderne Technikausstattung
- Latest technology
Startup-Atmosphäre
- Agile environment
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
BVZH Bank Vontobel AG
Branche
FinancialServices
Beschreibung
The company is a family-owned and publicly listed firm committed to long-term thinking and sustainability.
Noch nicht perfekt?
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