Investment Advisor 80 - 100% (m/f/d)

What is my role?

You are the face of our customer advisory and accompany people on their path to financial security and wealth building. You analyse individual needs, develop customised investment strategies, and build long-term trust relationships. In doing so, you skilfully juggle market analyses, product knowledge, and genuine understanding of people. You advise on securities, funds, sustainable investments, and alternative investment forms – always with the aim of finding the best solution for your clients.

What do I need to be successful?

• Completed training in banking or comparable qualification

• At least 3 years of professional experience in investment advisory

• Sound knowledge of financial products and capital markets

• Communication talent and the ability to explain complex matters clearly

• Empathy and genuine interest in your clients’ goals

• Initiative and enthusiasm for independent work

• Sales strength combined with advisory competence

What are my benefits?

• Attractive salary package with performance-related components

• Modern working environment with digital tools that make your daily work easier

• Independent work with scope for creativity

• A team that values collaboration

• Access to innovative financial products and analysis platforms

• Career prospects in a growing environment

What distinguishes the company?

Our client is a future-oriented financial company that combines tradition with innovation. Customer advisory is rethought here – digital, sustainable, and always on equal footing. The company focuses on long-term partnerships rather than quick fixes and offers you the freedom to shape advice as you see fit. With a strong focus on sustainable investments and state-of-the-art technology, our client creates an environment in which you can grow.

Languages
German: C2 - Native level

Work location
Nidwalden

Vacancy number
VA-HSQ-T5N