Investment Advisor, 80-100%

Professional experience Candidates with professional experience

Workplace Lausanne

Occupancy rate 80-100%

Start date to be agreed

Sector Asset Management / Portfolio Management

Contract type Permanent contract

Investment Advisor, 80-100% #

VZ Banque de Dépôt belongs to the VZ Group, the leading independent provider of financial services in Switzerland. Investments are our passion: we ensure that our clients can execute their transactions efficiently and we offer them attractive conditions for this purpose. VZ Banque de Dépôt is experiencing strong growth, and we are constantly looking for committed people.

What awaits you ##

• Initially, you will support our team of experienced specialists in advising our clients on their investments.
• After solid on-the-job training of several months, you will progressively take responsibility for clients, accompany them in their investment decisions, and develop a lasting relationship of trust with them.
• You will exchange regularly with your clients, explain market developments and the implications for their investments clearly, and proactively identify their needs.
• You will develop tailor-made investment proposals, present them convincingly, and accompany their implementation.
• You will ensure the transmission and monitoring of our clients' securities orders.
• You will participate in continuous improvement and automation projects aimed at simplifying our processes and working methods.

What you bring ##

• Proven experience in investment advisory for private clients
• Successfully completed banking training. An asset: Higher education in finance, banking or economics at a university of applied sciences or university
• Good knowledge of financial markets and major asset classes
• Ease with clients and clear communication in French
• Very good knowledge of German for internal communication (indispensable)
• Curiosity, ambition, initiative and team spirit
• Interest in automation and artificial intelligence to optimize our working methods.

What we offer you ##

• With us, you can contribute your ideas and constantly develop in a dynamic environment.
• A competent team, endowed with a strong team spirit and mutual support, which we also cultivate during external events.
• Regarding continuing education as well, you are at the right place with us: we provide you with individual support and promote your professional development through external training, such as AZEK / CFA.
• Our satisfaction surveys regularly confirm that our employees consider VZ to be an extremely positive working environment in which they can fully flourish. Experience it for yourself too.

Our corporate culture also includes games of table tennis or foosball, aperitifs among colleagues and parties on regular occasions.

New projects, business sectors, target segments and markets are springboards for individual ideas and initiatives.

Exchanging with other professionals, thinking and planning together, but also getting to know other members of one's team outside of the professional framework.

In summer, the sun and hundreds of employees from all over Switzerland, these are the ingredients of the summer party on the shores of Lake Zurich.

Regular exchanges with the mentor are not limited to the professional framework.

Evolution of new projects and markets offers you the possibility to propose your ideas and to evolve

Benefits we invest in your development. You will find all the benefits here

Collaboration we work in a network, at the scale of the entire company and on an equal footing

Would you like to know more about us?

Your workplace ###

Your contact person ###

David Speck
Senior Recruiting Manager

+41 44 207 27 27

VZ VermögensZentrum
Gotthardstrasse 6, 8002 Zürich

VZ VermögensZentrum
Gotthardstrasse 6, 8002 Zürich

VZ VermögensZentrum (Hauptsitz)
Recruiting
Maximiliansplatz 12, 80333 München
www.vermoegenszentrum.de

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