BVZH Bank Vontobel AG
(Junior) Investment Advisor(m/w/x)
Full-timeWith HomeofficeSenior
Zürich
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BVBVZH Bank Vontobel AG
(Junior) Investment Advisor(m/w/x)
Zürich
Full-timeWith Home OfficeSenior
Nejo AI Summary
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.
Requirements
- 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
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 frequent proactive investment ideas
- Produce investment solutions for advisory clients
- 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
Modern Office
- Collaboration spaces
- Open-office space
Other Benefits
- Rooftop terraces
Free or Subsidized Food
- Free lunch
Informal Culture
- Friendly, diverse team
- Flat hierarchy
- Collaborative spirit
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Corporate Discounts
- Special perks
Flexible Working
- Home office possibility
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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BVBVZH Bank Vontobel AG
(Junior) Investment Advisor(m/w/x)
Zürich
Full-timeWith Home OfficeSenior
Nejo AI Summary
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.
Requirements
- 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
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 frequent proactive investment ideas
- Produce investment solutions for advisory clients
- 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
Modern Office
- Collaboration spaces
- Open-office space
Other Benefits
- Rooftop terraces
Free or Subsidized Food
- Free lunch
Informal Culture
- Friendly, diverse team
- Flat hierarchy
- Collaborative spirit
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Corporate Discounts
- Special perks
Flexible Working
- Home office possibility
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.
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