Dein persönlicher KI-Karriere-Agent
(Junior) Investment Advisor(m/w/x)
Providing tailor-made investment advice and managing client portfolios across all asset classes. 5 years of finance experience required. Free lunch, rooftop terraces, and collaboration spaces.
Anforderungen
- 5 years experience in finance (direct client investment advisory or execution)
- Passion for financial markets
- Proactive mindset
- Continuous drive to learn and grow
- Good knowledge of all asset classes
- Proficiency executing client orders under pressure
- Good knowledge of macroeconomics
- Good knowledge of investment strategy
- Experience in portfolio management (asset)
- Excellent written and verbal English communication
- Excellent written and verbal Russian communication
- German language skills (highly appreciated asset)
- Excellent presentation skills
- Excellent communication skills
- Highly motivated team player
- Strong organization skills
- Strategic thinking
- Willingness to take ownership
- Flexible attitude
- Proactive attitude
- Open-minded attitude
- Charismatic person
- Strong desire to deliver excellence
- Proficiency in Microsoft Office
- Proficiency in finance tools
- Talented individuals sought, not just CVs
- Enthusiasm for the role
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 frequent proactive investment ideas
- Produce investment solutions for advisory clients
- 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
Modernes Büro
- Collaboration spaces
- Open-office space
Sonstige Vorteile
- Rooftop terraces
Gratis oder Vergünstigte Mahlzeiten
- Free lunch
Lockere Unternehmenskultur
- Friendly, diverse team
- Flat hierarchy
- Collaborative spirit
Moderne Technikausstattung
- Latest technology
Startup-Atmosphäre
- Agile environment
Mitarbeiterrabatte
- Special perks
Flexibles Arbeiten
- Home office possibility
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(Junior) Investment Advisor(m/w/x)
Providing tailor-made investment advice and managing client portfolios across all asset classes. 5 years of finance experience required. Free lunch, rooftop terraces, and collaboration spaces.
Anforderungen
- 5 years experience in finance (direct client investment advisory or execution)
- Passion for financial markets
- Proactive mindset
- Continuous drive to learn and grow
- Good knowledge of all asset classes
- Proficiency executing client orders under pressure
- Good knowledge of macroeconomics
- Good knowledge of investment strategy
- Experience in portfolio management (asset)
- Excellent written and verbal English communication
- Excellent written and verbal Russian communication
- German language skills (highly appreciated asset)
- Excellent presentation skills
- Excellent communication skills
- Highly motivated team player
- Strong organization skills
- Strategic thinking
- Willingness to take ownership
- Flexible attitude
- Proactive attitude
- Open-minded attitude
- Charismatic person
- Strong desire to deliver excellence
- Proficiency in Microsoft Office
- Proficiency in finance tools
- Talented individuals sought, not just CVs
- Enthusiasm for the role
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 frequent proactive investment ideas
- Produce investment solutions for advisory clients
- 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
Modernes Büro
- Collaboration spaces
- Open-office space
Sonstige Vorteile
- Rooftop terraces
Gratis oder Vergünstigte Mahlzeiten
- Free lunch
Lockere Unternehmenskultur
- Friendly, diverse team
- Flat hierarchy
- Collaborative spirit
Moderne Technikausstattung
- Latest technology
Startup-Atmosphäre
- Agile environment
Mitarbeiterrabatte
- Special perks
Flexibles Arbeiten
- Home office possibility
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?
- BVZH Bank Vontobel AG
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