Investment Advisor
- Employment type
- Full-time
- Workload
- 80–100%
- Location
- Lausanne
- Company
- VZ Depotbank AG, Avenue de la Gare 50, 1003 Lausanne
- First posted
Ref 2587773 | Date: 28 Oct 2026
VZ VermögensZentrum
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, for this purpose, we offer them attractive conditions. VZ Banque de Dépôt is experiencing strong growth, and we are constantly looking for committed individuals.
Investment Advisor
What awaits you
- Initially, you will support our team of experienced investment 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 regularly exchange 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' stock market 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
- Proficiency 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 in order 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 spirit of teamwork and mutual support, which we also cultivate during external events.
- Regarding continuous training as well, you are in the right place with us: we provide you with individual support and promote your professional development by means of 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 thrive. Experience it for yourself too.
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Posted 3 days ago