Anlagespezialistin Als Investment Advisor Private

vor 7 Monaten


Zurich, Schweiz Zürcher Kantonalbank Vollzeit

Wir betreuen unsere Kundinnen und Kunden mit ihren spezifischen Anforderungen ganzheitlich und dienstleistungsorientiert. Die persönliche Beratung und unsere Kompetenz sind zentrale Elemente unserer Kundenbeziehung. Dies macht uns nicht nur zur Bank mit der höchsten Kundenzufriedenheit, sondern auch zu einer attraktiven Arbeitgeberin.

Deine Aufgaben - mehr gestalten
- Beratung und Begleitung von spannenden Kund:innen mit Domizil Schweiz entlang ihrer Anlagestrategie und Bedürfnissen
- Entwicklung von spezifischen Anlagevorschlägen auf der Basis von Einzeltiteln und Kollektivanlagen
- Unterstützung der Relationship Manager:innen bei der Betreuung und Entwicklung von neuen und bestehenden Kund:innen
- Zusammenarbeit mit internen Schnittstellen wie Relationship Manager:innen, Analyst:innen und Börsenhandel

Dein Profil - mehr mitbringen
- Fundierte Kenntnisse über Schweizer Aktien sowie Obligationen
- Kundenorientierte und proaktive Persönlichkeit mit mehrjähriger Private Banking und Investment Erfahrung
- Mindestens 5 Jahre Erfahrung in der Beratung von anspruchsvollen Anlagekund:innen über alle Anlageklassen
- Abgeschlossenes Hochschulstudium sowie Weiterbildung im Finanzbereich (z.B. MAS, CFA, AZEK, etc.) von Vorteil

Unser Angebot - mehr bekommen
- Spannendes und breitgefächertes Aufgabengebiet im Private Banking Key Clients
- Du wirst Teil eines gut eingespielten Teams, das sich gegenseitig unterstützt und voneinander lernt.
- Ein hervorragendes kunden
- und serviceorientiertes Betriebsklima mit motivierten Kolleg:innen
- Langfristige Perspektiven und Möglichkeiten zur fachlichen und persönlichen Entwicklung



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