Investment Specialist as Investment Advisor Private Banking Key Clients
Zürcher Kantonalbank und ihre Tochtergesellschaften
Zürich
Key information
- Publication date:22 October 2025
- Workload:100%
- Place of work:Zürich
Job summary
Join our team in Zurich for a rewarding role in client consulting. Enjoy a supportive work environment with high customer satisfaction.
Tasks
- Guide Swiss clients in their investment strategies and needs.
- Develop specific investment proposals based on individual securities.
- Collaborate with relationship managers and analysts for client support.
Skills
- Master's degree and further training in finance preferred.
- At least 5 years in advising sophisticated investment clients.
- Strong knowledge of Swiss stocks and bonds.
Is this helpful?
80% - 100% | Sales and Customer Consulting | Zurich | Experienced Professionals
We provide holistic and service-oriented support to our clients with their specific requirements. Personal advice and our expertise are central elements of our customer relationship. This not only makes us the bank with the highest customer satisfaction but also an attractive employer.
Your Tasks
- Advising and accompanying exciting clients domiciled in Switzerland along their investment strategy and needs
- Developing specific investment proposals based on individual securities and collective investments
- Supporting Relationship Managers in the care and development of new and existing clients
- Collaborating with internal interfaces such as Relationship Managers, Analysts, and Trading
Your Profile
- Completed university degree and further education in finance (e.g., MAS, CFA, AZEK, etc.) is an advantage
- At least 5 years of experience advising demanding investment clients across all asset classes
- Solid knowledge of Swiss equities and bonds
- Customer-oriented and proactive personality with several years of private banking and investment experience
Our Offer
- Exciting and diverse range of tasks in Private Banking Key Clients
- You will be part of a well-coordinated team that supports each other and learns from one another
- An excellent customer- and service-oriented working atmosphere with motivated colleagues
- Long-term prospects and opportunities for professional and personal development
Jessica Barletta
is happy to assist you.
Phone: 044 292 65 78
is happy to assist you.
Phone: 044 292 65 78
