BVZH Bank Vontobel AG
Investment Advisor(m/w/x)
Full-timeWith HomeofficeSenior
Zürich
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BVZH Bank Vontobel AGInvestment Advisor(m/w/x)
Zürich
Full-timeWith Home OfficeSenior
Description
As an Investment Advisor, you will engage with clients by preparing for meetings and presenting tailored investment solutions. Your role involves monitoring market trends, managing client portfolios, and contributing to innovative investment strategies.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Minimum 5 years experience in client-facing advisory
- •Very good knowledge of macroeconomics and investment strategy
- •Proven excellent knowledge of all asset classes
- •Excellent written and verbal communication skills in German and English
- •Excellent presentation and communication skills
- •Highly motivated team player with strong organization skills
- •Flexible, proactive, open-minded attitude
- •Proficiency in Microsoft Office and finance tools (Bloomberg)
Work Experience
5 years
Tasks
- •Create scalable investment content across asset classes
- •Prepare for and participate in prospect client meetings
- •Present Vontobel's value proposition service-agnostically
- •Continuously monitor market developments
- •Innovate with new investment solutions
- •Manage and grow a book of advisory direct clients
- •Monitor advisory portfolios for risk budget and performance
- •Provide proactive investment ideas to clients
- •Contribute to the development of the investment offering
- •Participate in strategic projects within the department
Tools & Technologies
Microsoft OfficeBloomberg
Languages
German – Business Fluent
English – Business Fluent
Benefits
Flexible Working
- •Home office possibility up to 20%
Startup Environment
- •Agile environment
Informal Culture
- •Flat hierarchy
- •Collaborative spirit
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.
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BV
BVZH Bank Vontobel AGInvestment Advisor(m/w/x)
Zürich
Full-timeWith Home OfficeSenior
New Job?Nejo!
The AI Job Search Engine
Description
As an Investment Advisor, you will engage with clients by preparing for meetings and presenting tailored investment solutions. Your role involves monitoring market trends, managing client portfolios, and contributing to innovative investment strategies.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Minimum 5 years experience in client-facing advisory
- •Very good knowledge of macroeconomics and investment strategy
- •Proven excellent knowledge of all asset classes
- •Excellent written and verbal communication skills in German and English
- •Excellent presentation and communication skills
- •Highly motivated team player with strong organization skills
- •Flexible, proactive, open-minded attitude
- •Proficiency in Microsoft Office and finance tools (Bloomberg)
Work Experience
5 years
Tasks
- •Create scalable investment content across asset classes
- •Prepare for and participate in prospect client meetings
- •Present Vontobel's value proposition service-agnostically
- •Continuously monitor market developments
- •Innovate with new investment solutions
- •Manage and grow a book of advisory direct clients
- •Monitor advisory portfolios for risk budget and performance
- •Provide proactive investment ideas to clients
- •Contribute to the development of the investment offering
- •Participate in strategic projects within the department
Tools & Technologies
Microsoft OfficeBloomberg
Languages
German – Business Fluent
English – Business Fluent
Benefits
Flexible Working
- •Home office possibility up to 20%
Startup Environment
- •Agile environment
Informal Culture
- •Flat hierarchy
- •Collaborative spirit
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.
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
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