BVZH Bank Vontobel AG
(Junior) Investment Advisor(m/w/x)
Full-timeWith HomeofficeSenior
Zürich
New Job?Nejo!
Your personal AI career agent
BVBVZH Bank Vontobel AG
(Junior) Investment Advisor(m/w/x)
Zürich
Full-timeWith Home OfficeSenior
Nejo AI Summary
Tailor-made investment advice for direct clients across all asset classes. 5 years finance experience required. Free lunch, home office possibility.
Requirements
- 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
Tasks
- 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
Work Experience
- approx. 5 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- Russian – Business Fluent
- German – Basic
Tools & Technologies
- Microsoft Office
- Bloomberg
- Factset
Benefits
Free or Subsidized Food
- Free lunch
Flexible Working
- Home office possibility
Modern Office
- Collaboration spaces
- Open-office space
Other Benefits
- Rooftop terraces
Informal Culture
- Friendly, diverse team
- Flat hierarchy
- Campus feeling
- Collaborative spirit
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of BVZH Bank Vontobel AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
Not a perfect match?
- BVZH Bank Vontobel AG
Investment Advisor(m/w/x)
Full-timeWith HomeofficeSeniorZürich - BVZH Bank Vontobel AG
Investment Advisor(m/w/x)
Full-timeWith HomeofficeSeniorZürich - Mercer
Investment Consultant(m/w/x)
Full-timeWith HomeofficeExperiencedZürich - Rothschild & Co Bank AG
Client Adviser - UK Offshore Market(m/w/x)
Full-timeWith HomeofficeSeniorZürich
BVBVZH Bank Vontobel AG
(Junior) Investment Advisor(m/w/x)
Zürich
Full-timeWith Home OfficeSenior
Nejo AI Summary
Tailor-made investment advice for direct clients across all asset classes. 5 years finance experience required. Free lunch, home office possibility.
Requirements
- 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
Tasks
- 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
Work Experience
- approx. 5 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- Russian – Business Fluent
- German – Basic
Tools & Technologies
- Microsoft Office
- Bloomberg
- Factset
Benefits
Free or Subsidized Food
- Free lunch
Flexible Working
- Home office possibility
Modern Office
- Collaboration spaces
- Open-office space
Other Benefits
- Rooftop terraces
Informal Culture
- Friendly, diverse team
- Flat hierarchy
- Campus feeling
- Collaborative spirit
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of BVZH Bank Vontobel AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
BVZH Bank Vontobel AG
Industry
FinancialServices
Description
The company is a family-owned and publicly listed firm committed to long-term thinking and sustainability.
Not a perfect match?
- BVZH Bank Vontobel AG
(Junior) Investment Advisor(m/w/x)
Full-timeWith HomeofficeSeniorZürich - BVZH Bank Vontobel AG
Investment Advisor(m/w/x)
Full-timeWith HomeofficeSeniorZürich - BVZH Bank Vontobel AG
Investment Advisor(m/w/x)
Full-timeWith HomeofficeSeniorZürich - Mercer
Investment Consultant(m/w/x)
Full-timeWith HomeofficeExperiencedZürich - Rothschild & Co Bank AG
Client Adviser - UK Offshore Market(m/w/x)
Full-timeWith HomeofficeSeniorZürich