Senior Investment Advisor

Senior Investment Advisor (a) Are you interested in the financial markets as well as advisory topics in the investment business? Would you like to actively shape and develop the investment business as a Senior Investment Advisor in the Asset Management department of Berner Kantonalbank? Are you also IT-savvy and do you enjoy identifying innovative investment opportunities and developing concrete investment proposals? Then we have the perfect position for you at Bundesplatz in Bern! Senior Investment Advisor (a) Workload 80-100% Work location Bern-Bundesplatz How you inspire You create customer-specific offers, portfolio analyses, and complex investment concepts for key clients as well as institutional clients You provide comprehensive support to the financial coaches in all investment matters and competently accompany them during advisory appointments You look after customers personally and professionally with individual investment recommendations and asset consolidations You support the timely creation of regular publications and ad-hoc investment recommendations You develop in-depth market and financial analyses across all asset classes and actively contribute your investment ideas to sales meetings, roadshows, and projects What you bring with you You have several years of professional experience in portfolio management, investment advisory, or research You have successfully completed a university or technical college degree and ideally supplemented this with further training (CFA or CIIA) You possess in-depth knowledge of the asset classes equities and bonds and bring know-how in the area of sustainable investment solutions You are IT-savvy and have user and programming knowledge in R and You are characterized by high entrepreneurial commitment, initiative, and networked thinking and have great pleasure in direct customer contact We commit ourselves for you! Promotion of your individual development needs, temporally and financially Flexible forms of work (part-time, job-sharing, home office, annual working hours) Between 27 – 30 vacation days per year Sustainable compensation: no individual bonuses, but profit sharing for all employees How we interact with each other: Du-culture - open – personal – team-oriented Your BEKB For pioneers, bridge builders, and future shapers: The BEKB Group has a lot to offer you as an employer – far more than banking. In the Bern/Solothurn region, we advise and accompany private and corporate customers with innovative financial services. The needs of our customers are always the focus of our daily work. With our IT subsidiary aity AG, we create the right technical prerequisites for this. The well-being of our employees is important to us. We promote young as well as experienced talents in their further development, advocate for individual and flexible forms of work, and pave the way for our employees for further training and career opportunities. Our open and positive corporate culture is the priority here. Trust, commitment, and sustainability are firmly anchored with us; diversity, collaboration, and humor are part of our DNA. Your future manager Your manager is pleased to provide you with information about your future position, such as your activities and your team: Niklaus Wernli Head of Investment Advisory and Solutions Write e-mail (<>) Your contact person from HR We are happy to answer your questions about the application process, your future employment conditions, and the BEKB culture: Justyna Walloschek HR Business Partner jpidfb80bb9jm jit0834jm jiy26jm