Financial Analyst and Wealth Manager

Location

Yverdon-les-Bains

Availability

Immediately

Type

Permanent

Reference

42624

Published on

22/09/2026

In order to strengthen our teams, we are looking for a financial analyst and wealth manager.

Job Description ###

Your mission :

• Analyze financial markets, economic trends and investment opportunities to guide investment decisions
• Develop and propose personalized wealth strategies based on the risk profile and objectives of each client
• Develop a portfolio of private clients (individuals, independent professionals, family offices), notably through prospecting and networking, and retain the existing clientele
• Write clear and reasoned analysis reports and investment recommendations
• Ensure active monitoring of financial markets, regulations and investment products
• Collaborate with professionals from other sectors such as legal, tax and compliance to guarantee compliant and appropriate solutions
• Present the results of the analyses performed and the subsequent recommendations to clients

Profile ###

Desired profile :

• Higher education in finance, economics or wealth management (Bachelor/Master HES, University) or training deemed equivalent
• Proven several years of experience in financial analysis, wealth management or investment advisory, ideally in private banking or asset management
• Excellent mastery of financial analysis tools and markets
• Strong interpersonal skills and commercial sense in order to operate in contact with a demanding clientele
• Rigor, analytical spirit and ability to simplify complex financial concepts
• Good knowledge of Swiss financial regulation (FINMA, LSFin/LEFin)
• Autonomy, discretion and sense of confidentiality

Financial Analyst and Wealth Manager / Permanent