Junior Investment Advisor

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

Junior Investment Advisor

What awaits you

• You support our team of experienced investment specialists in advising our clients on their investments.
• You contribute to regular client monitoring, prepare interviews, and proactively identify their needs.
• You accompany our specialists during contact with clients, answer their questions about investments, and explain financial market developments to them in a clear and understandable manner.
• You participate in the development of tailored investment proposals and prepare their presentation to clients.
• You ensure the transmission and follow-up of our clients' securities orders.
• You participate in continuous improvement and automation projects aimed at simplifying our processes and working methods.

What you bring

• Completed banking apprenticeship and initial experience in investments (employment or internship), ideally in private client advisory
• An asset: training in a specialized higher school in progress, in progress, or recently completed
• Ease with clients and clear communication in French
• Very good knowledge of German for internal communication (indispensable)
• Interest in financial markets and good basics in equities, bonds, and collective investments
• 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 bring 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 in 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 thrive. Experience it for yourself too.

2

Your contact person

j4id10450468jm j4it1043jm j4iy26jm