Wealth Management Analyst

vor 4 Stunden

Bern, Bern, Schweiz Helios Strategy Vollzeit

We're looking for a motivated and detail-oriented
Wealth Management Analyst
to join our dynamic team here in Switzerland

In this role, you'll support portfolio management, investment research, and client advisory functions. You'll collaborate closely with relationship managers and financial advisors to deliver customized investment solutions — combining analytical excellence with a client-first mindset.

If you thrive in a fast-paced environment and want to make a real impact in the world of private wealth management, this could be the perfect opportunity for you.

What You'll Do:

  • Conduct financial and investment analysis to support client portfolio decisions
  • Prepare client presentations, investment proposals, and performance reports
  • Monitor market trends, asset allocations, and portfolio performance
  • Assist with due diligence on funds, equities, and fixed-income instruments
  • Collaborate with relationship managers to deliver tailored investment strategies
  • Maintain accurate client data and ensure compliance with internal policies and regulations
  • Support the onboarding of new clients and assist in daily operational processes

What We're Looking For:

  • Bachelor's or Master's degree in Finance, Economics, Business, or related field
  • 1–3 years of experience in wealth management, private banking, or investment analysis
  • Strong analytical skills and attention to detail — you love turning data into insights
  • Solid understanding of financial markets, investment products, and portfolio theory
  • Proficiency in Excel, Bloomberg, and/or financial modeling tools
  • Excellent communication skills in English (German or French is a plus — merci & danke vielmal)
  • A proactive, professional, and client-oriented approach

Why Join Us:

Be part of a world-class financial institution in the heart of Switzerland's wealth management industry

Work alongside experienced advisors and portfolio managers who value precision and excellence

Grow your career through mentorship, CFA sponsorship, and ongoing professional training

Collaborate in a culture built on trust, integrity, and long-term relationships

Competitive salary, performance-based incentives, and comprehensive benefits

This role is ideal for someone who combines
financial curiosity, analytical rigor, and human understanding
— someone who sees beyond the numbers to help clients achieve their financial goals.

If you're ready to develop your expertise in a collaborative, high-performing environment with Swiss-level precision , we'd love to hear from you


Apply now or reach out directly
to learn more about joining our Wealth Management team.

Danke vielmal & à bientôt

  • WealthManagement #FinanceJobs #InvestmentAnalysis #PrivateBanking #SwitzerlandJobs #CareerGrowth #ClientFocus #FinancialMarkets

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