(Senior) Investment Advisor, 80-100%

Professional experience Experienced professionals Work location Zug Workload 80-100% Start date by arrangement Department Asset Management / Portfolio Management Employment type Permanent employment (Senior) Investment Advisor, 80-100% # VZ is the leading independent financial service provider in Switzerland. Clients of VZ Depotbank process their transactions efficiently and affordably. Because we are growing strongly, we are looking for reinforcement for our headquarters in the center of Zug. What to expect from us ## • You develop individual investment proposals for clients with an advisory mandate, implement them, and monitor their development. • You prepare discussions and presentations and process the results. • You observe the financial markets and monitor client portfolios. • You work closely with the Investment Advisory Services and Research. • You assist in client acquisition and with complex investment topics. What you bring with you ## • University or technical college degree, ideally specialization in Banking & Finance • Alternatively: Banking apprenticeship, experience in Investment Advisory / Consulting, and professional training (AZEK / CFA) • Experience in supporting sophisticated private individuals in order to quickly be responsible for your own client book • Enthusiasm for stock markets & markets and practical knowledge of equities, bonds, and collective investments • Enjoyment of client contact, excellent communication and teamwork • Performance orientation, thirst for knowledge, motivation and initiative. What we offer you ## • With us, you can contribute your ideas and steadily develop yourself in a dynamic and proactive environment. • You are also in the right place with us for your further education: We promote you individually and also support you with external training within the framework of the job profile. • Anonymized satisfaction surveys regularly confirm that employees rate VZ as an above-average positive environment in which they can fully develop themselves. Become a part of it! Our work culture also includes competing at ping pong or table football, toasting to the day together, and regularly celebrating festivals. New projects, business areas, target segments, and markets leave room for your own ideas and initiatives. Professional exchange, thinking and planning together; but also fun and the opportunity to get to know the team outside of the work environment. Summer, sun, and hundreds of employees from all parts of Switzerland are the ingredients for the annual summer party on the shores of Lake Zurich. Regular exchange with mentors is not always just about technical matters. GrowthNew projects and markets offer room for your own ideas and growth BenefitsWe invest in you. You can find all benefits here CollaborationWe work in a networked, cross-location manner and at eye level Would you like to know more about us? Your work location ### Your contact person ### Chantal Malcolm Recruiting Manager \+41 44 207 27 27 VZ VermögensZentrum Gotthardstrasse 6, 8002 Zürich VZ VermögensZentrum Gotthardstrasse 6, 8002 Zürich VZ VermögensZentrum (Headquarters) Recruiting Maximiliansplatz 12, 80333 München www.vermoegenszentrum.de Apply here: