Senior Investment Advisor (a) 80 - 100%

Are you interested in financial markets as well as advisory topics in asset management? Would you like to actively shape and further develop the asset management business as a Senior Investment Advisor at Berner Kantonalbank? Are you also IT-savvy, enjoy identifying innovative investment opportunities, and develop concrete investment proposals? Then we have the perfect position for you at Bundesplatz in Bern!

• You create customer-specific offers, portfolio analyses, and complex investment concepts for key clients as well as institutional clients
• You comprehensively support the financial coaches in all investment matters and competently accompany them during advisory appointments
• You personally and professionally take care of clients with individual investment recommendations and asset consolidations
• You support the timely preparation of regular publications and ad-hoc investment recommendations
• You develop in-depth market and financial analyses across all asset classes and actively contribute your investment ideas in sales meetings, roadshows, and projects

• You have several years of professional experience in portfolio management, investment advisory, or research
• You have successfully completed your studies at a university or university of applied sciences and ideally supplemented it with further training (CFA or CIIA)
• You possess in-depth knowledge in the asset classes equities and bonds and bring know-how in the area of sustainable investment solutions
• You are IT-savvy and have user and programming skills in R and Python
• You are characterized by high entrepreneurial commitment, initiative, and networked thinking and greatly enjoy direct customer contact

• Promotion of your individual development needs, both in terms of time and finances
• Flexible working arrangements (part-time, job sharing, home office, annual working hours)
• Between 25 – 30 vacation days per year
• Sustainable compensation: no individual bonuses, but profit sharing for all employees
• How we interact: informal culture - open – personal – team-oriented

Justyna Walloschek
HR Business Partner

For pioneers, bridge builders, and future shapers: The BEKB Group has a lot to offer you as an employer – far more than banking. In the Bern/Solothurn region, we advise and support private and corporate clients with innovative financial services. The needs of our clients are always the focus of our daily work. With our IT subsidiary aity AG, we create the right technical conditions for this.

The well-being of our employees is close to our hearts. We promote young and experienced talents in their development, advocate for individual and flexible working arrangements, and pave the way for our employees for training and career opportunities . Our open and positive corporate culture is at the forefront. Trust, commitment, and sustainability are firmly anchored with us; diversity , collaboration, and humor are part of our DNA.