Anlagespezialist:in als Investment Advisor Private Banking Key Clients

Vor 2 Tagen

Zürich, Zürich, Schweiz SIGMA7 GmbH Vollzeit
Anlagespezialist:in als Investment Advisor Private Banking Key Clients 80% - 100% | Vertrieb und Kundenberatung | Zürich | Berufserfahrene 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
  • Beraten und Begleiten von spannenden Kund:innen mit Domizil Schweiz entlang ihrer Anlagestrategie und Bedürfnissen
  • Entwickeln von spezifischen Anlagevorschlägen auf der Basis von Einzeltiteln und Kollektivanlagen
  • Unterstützen der Relationship Manager:innen bei der Betreuung und Entwicklung von neuen und bestehenden Kund:innen
  • Zusammenarbeiten mit internen Schnittstellen wie Relationship Manager:innen, Analyst:innen und Börsenhandel

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

Unser Angebot
  • 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
Bewerben

Bewerben Sie sich direkt auf der Webseite von Zürcher Kantonalbank.

  • Investment Advisor

    Vor 6 Tagen

    Zürich, Zürich, Schweiz BBVA Vollzeit CHF 120'000 - CHF 180'000 pro Jahr

    Excited to grow your career?BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers.At...

  • Investment Advisor UHNW

    Vor 2 Tagen

    Zürich, Zürich, Schweiz Delta Executive Search Vollzeit

    Our client, a leading Global Private Bank, is seeking to onboard an individual to join their UHNW Investment Advisory - Trading team based in ZurichKey Highlights:The team has a strong client focus on top-tier Ultra High Net Worth (UHNW) clients & Family Offices, and the role presents a unique opportunity to contribute to a team delivering best-in-class...

  • Client Advisor, China Team, APAC Switzerland WM in Zurich

    Vor 2 Tagen

    Zürich, Zürich, Schweiz UBS AG Vollzeit

    You will be working in a well-established High-Net-Worth-Individual (HNWI)/ Ultra-High-Net-Worth-Individual (UHNWI) team covering both Hong Kong and China markets, in Zurich, Switzerland, with multi-decades of track record. We focus on managing, preserving and growing our clients' wealth, and helping our clients plan for and manage succession. We provide our...

  • Investment Professional – Private Capital

    vor 1 Woche

    Zürich, Zürich, Schweiz ACL Partners Vollzeit CHF 120'000 - CHF 200'000 pro Jahr

    Investment Professional – Private Capital & Entrepreneur Advisory | ZurichA Zurich-based private capital partnership is looking for anInvestment Professionalto join its growing team advisingentrepreneurs, business owners, and UHNW familiesacross Europe.The firm combinesinvestment banking expertisewith anentrepreneurial, private-market approach, working...

  • International Private Bank, Vice President, Client Advisor, Swiss Market

    vor 1 Woche

    Zürich, Zürich, Schweiz JPMorganChase Vollzeit CHF 120'000 - CHF 240'000 pro Jahr

    Description This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan's Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly...

  • Client Advisor, China Team, APAC Switzerland WM in Zurich

    Vor 2 Tagen

    Zürich, Zürich, Schweiz UBS Vollzeit

    Client Advisor, China Team, APAC Switzerland WM in Zurich Switzerland - Zürich Client advisory / Relationship management Global Wealth Management Job Reference # 330063BR City Zürich Job Type Full Time Your role Are you a dynamic Client Advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory...

  • Investment Banking Analyst

    vor 1 Woche

    Zürich, Zürich, Schweiz Lynvoray Vollzeit

    Role DescriptionThe Investment Banking Analyst plays a key role in supporting deal execution, financial analysis, and client advisory services. This role involves conducting valuation modeling, preparing pitch materials, analyzing market data, and assisting in mergers and acquisitions (M&A), capital raising, and other strategic transactions. The ideal...

  • Client Advisor, HK/China Team, APAC Switzerland WM in Zurich

    vor 1 Woche

    Zürich, Zürich, Schweiz UBS AG Vollzeit

    Your role : Are you a dynamic Client Advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to both Hong Kong and Chinese entrepreneurs, Ultra-High Net-Worth-Individuals and Families? Are you a proven risk manager? We're looking for a Wealth Management Client Advisor, in...

  • International Private Bank, Vice President, Client Advisor, Swiss Market

    Vor 2 Tagen

    Zürich, Zürich, Schweiz JPMorganChase Vollzeit

    Job DescriptionThis is an exciting opportunity to join a dynamic, diverse team within J.P Morgan's Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly...

  • Private Equity – Investment – Associate

    vor 1 Woche

    Zürich, Zürich, Schweiz Talentide NTL Vollzeit

    Role Description:The Investment Associate is a key member of the private equity investment team, responsible for sourcing, evaluating, executing, and monitoring investment opportunities. This role involves conducting detailed financial and operational analysis, developing investment theses, participating in due diligence processes, and supporting portfolio...