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Investment Advisor

VZ Depotbank AG

Where
Lausanne, VD, Switzerland
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Your applicationOpen nowInvestment AdvisorVZ Depotbank AG · Lausanne, VD, Switzerland
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  3. 12.7%7 days
  4. 20.4%14 days
  5. 35.6%30 days
  6. 58.7%60 days
This job: posted yesterday

The posting

Ref 2587773 \| Date: 28 Oct 2026

![VZ VermögensZentrum]( )

VZ Banque de Dépôt appartient au Groupe VZ, le principal prestataire indépendant de services financiers en Suisse. Les investissements sont notre passion : nous veillons à ce que nos clients puissent exécuter leurs transactions de manière efficace et leur offrons à cette fin des conditions attrayantes. VZ Banque de Dépôt connaît une forte croissance, et nous recherchons constamment des personnes engagées.

Investment Advisor

Ce qui t'attend

  • Dans un premier temps, tu soutiens notre équipe de spécialistes en placement expérimentés dans le conseil à nos clients sur leurs investissements.
  • Après une solide formation on\-the\-job de plusieurs mois, tu prends progressivement la responsabilité de clients, les accompagnes dans leurs décisions d'investissement et développes avec eux une relation de confiance durable.
  • Tu échanges régulièrement avec tes clients, leur expliques de manière claire l'évolution des marchés et les implications pour leurs investissements, et identifies de manière proactive leurs besoins.
  • Tu élabores des propositions de placement sur mesure, les présentes de manière convaincante et accompagnes leur mise en œuvre.
  • Tu assures la transmission et le suivi des ordres de bourse de nos clients.
  • Tu participes à des projets d'améliorations continues et d'automatisation visant à simplifier nos processus et nos méthodes de travail.

Ce que tu apportes

  • Expérience confirmée dans le conseil en placements auprès d'une clientèle privée
  • Formation bancaire terminée avec succès. Un atout : Formation supérieure en finance, banque ou économie dans une haute école spécialisée ou université
  • Bonne connaissance des marchés financiers et des principales classes d'actifs
  • Aisance avec la clientèle et communication claire en français
  • Très bonnes connaissances de l'allemand pour la communication interne (indispensable)
  • Curiosité, ambition, initiative et esprit d'équipe
  • Intérêt pour l'automatisation et l'intelligence artificielle afin d'optimiser nos méthodes de travail.

Ce que nous t'offrons

  • Chez nous, tu peux apporter tes idées et te développer en permanence dans un environnement dynamique.
  • Une équipe compétente, dotée d'un fort esprit d'équipe et d'entraide, que nous cultivons aussi lors d'évènements externes.
  • En matière de formation continue aussi, tu es chez nous à la bonne adresse : nous t'apportons un soutien individuel et favorisons ton développement professionnel au moyen de formations externes, comme par exemple AZEK / CFA.
  • Nos enquêtes de satisfaction confirment régulièrement que nos collaborateurs considèrent VZ comme un environnement de travail extrêmement positif, dans lequel ils peuvent pleinement s'épanouir. Fais\-en toi aussi l'expérience.

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Ta personne de contact

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