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Open nowPosted 30 days ago

Senior Investment Advisor

VZ VermögensZentrum

Where
Zug, ZG, Switzerland
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Your applicationOpen nowSenior Investment AdvisorVZ VermögensZentrum · Zug, ZG, Switzerland

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on VZ VermögensZentrum's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.9% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 12.9%7 days
  4. 21.0%14 days
  5. 35.6%30 days
  6. 58.5%60 days
This job: posted 30 days ago

The posting

Das VZ ist der führende unabhängige Finanzdienstleister der Schweiz. Kundinnen und Kunden der VZ Depotbank wickeln ihre Transaktionen effizient und günstig ab. Weil wir kräftig wachsen, suchen wir Verstärkung für unseren Hauptsitz im Zentrum von Zug.

Senior Investment Advisor

Das erwartet dich bei uns

  • Du erarbeitest individuelle Anlagevorschläge für Kundinnen und Kunden mit Advisory\-Mandat, setzt sie um und überwachst die Entwicklung.
  • Du bereitest Gespräche und Präsentationen vor und verarbeitest die Ergebnisse.
  • Du beobachtest die Finanzmärkte und überwachst Kundenportfolios.
  • Du arbeitest eng mit den Investment Advisory Services und dem Research zusammen.
  • Du hilfst mit bei der Kundengewinnung und bei komplexen Anlagethemen.

Das bringst du mit

  • Mehrjährige Erfahrung im Investment Advisory
  • (Fach\-)Hochschul\-Abschluss und Fachausbildung (AZEK / CFA)
  • Begeisterung für Börsen \& Märkte und praktisches Wissen zu Aktien, Anleihen und Kollektivanlagen
  • Freude am Kundenkontakt, ausgezeichnete Kommunikation und Teamplay
  • Leistungsorientierung, Wissensdurst, Motivation und Initiative.

Das bieten wir dir

  • Bei uns kannst du deine Ideen einbringen und dich in einem dynamischen und initiativen Umfeld stetig weiterentwickeln.
  • Auch für deine Weiterbildung bist du bei uns an der richtigen Adresse: Wir fördern dich individuell und unterstützen dich im Rahmen des Jobprofils auch bei einer externen Weiterbildung.
  • Anonymisierte Umfragen zur Zufriedenheit bestätigen regelmässig, dass die Mitarbeitenden das VZ als überdurchschnittlich positives Umfeld einstufen, in dem sie sich voll entfalten können. Werde Teil davon!

2

Deine Kontaktperson

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Posting text belongs to the employer. Removal requests: contact us.

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  1. A CV for this posting

    Written against VZ VermögensZentrum's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on VZ VermögensZentrum's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    VZ VermögensZentrum's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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