Investment Advisor

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

What awaits you

• Initially, you support our team of experienced investment specialists in advising our clients on their investments.
• After thorough on-the-job training lasting several months, you gradually take responsibility for clients, accompany them in their investment decisions, and develop a lasting relationship of trust with them.
• You regularly communicate with your clients, clearly explain market developments and the implications for their investments, and proactively identify their needs.
• You develop customised investment proposals, present them convincingly, and support their implementation.
• You ensure the transmission and monitoring of our clients’ stock exchange orders.
• You 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 advantage: advanced training in finance, banking or economics at a university of applied sciences or university
• Good knowledge of financial markets and main asset classes
• Ease with clients and clear communication in French
• Very good knowledge of German for internal communication (essential)
• Curiosity, ambition, initiative and team spirit
• Interest in automation and artificial intelligence to optimise our working methods.

What we offer you

• With us, you can contribute your ideas and continuously develop in a dynamic environment.
• A competent team with a strong spirit of teamwork and mutual support, which we also cultivate during external events.
• Regarding continuing education, you are in the right place with us: we provide individual support and promote your professional development through external training, such as AZEK / CFA.
• Our satisfaction surveys regularly confirm that our employees consider VZ an extremely positive working environment where they can fully thrive. Experience it for yourself too.

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