20 meilleures offres (investment advisor, zürich, zh) (à pourvoir)

Investment Advisor (Temporary Position)
BBVA —Zürich, ZH
- 100%
- Microsoft Powerpoint
- Espagnol
- Microsoft Excel
Solution Consultant - Asset Management & Investment Workflows (Zurich, London, Berlin, Hybrid)
Optiml —Zürich, ZH
- Heures supplémentaires
- Travail hybride
- Gestion du personnel
- Anglais
- Esprit d'analyse
Postuler rapidement
VP, Strategy and Corporate Development
Nobel Biocare —Kloten, ZH
- De 229 900 CHF à 356 300 CHF par an
- Gestion du personnel
- Niveau Master
- Esprit d'analyse
- Jours fériés payés
- Congés payés
Sales Leader – Luxury Hospitality - D/FR/EN
Ecolab Inc. —Zürich, ZH
- 100%
- Gestion du personnel
- Anglais
- Négociation
- Opportunités de carrière
il y a 13 jours
Sales Leader – Luxury Hospitality - D/FR/EN
Ecolab —Zürich, ZH
- 100%
- Gestion du personnel
- Anglais
- Négociation
- Opportunités de carrière
il y a 13 jours
Student Support – Corporate Tax Team 40-80%
LGT Capital Partners —Pfäffikon, ZH
- Temps partiel
- Télétravail
- Microsoft Powerpoint
- Microsoft Excel
- Anglais
Strategic Account Executive - Professional Services sector
Microsoft —Zürich, ZH
- De 231 600 CHF à 470 000 CHF par an
- 100%
- Niveau Master
- Niveau Licence
- Congé pour raisons familiales
il y a 7 jours
Vice President – Global Network Banker, Global Network Banking Switzerland
Citi —Zürich, ZH
- 100%
- Anglais
- Niveau Master
- Niveau Licence
il y a 11 jours
DACH Origination Professional - Direct Private Equity
PICTET —Zürich, ZH
- Anglais
- Niveau Licence
Portfolio Manager - Real Estate
Tether Operations Limited —Zürich, ZH
- 100%
- Télétravail
- Gestion du personnel
- Anglais
- Niveau Licence
VP, Enterprise Products & Solutions EMEA
Blockstream —Zürich, ZH
- 100%
- Vente
- Anglais
- Niveau Master
- Travail à domicile
Postuler rapidement
Product Strategy Lead
CSL Behring —Glattbrugg, ZH
- 100%
- Niveau Master
- Niveau Licence
- Production
Investment Associate
Energy Infrastructure Partners AG —Zürich, ZH
- 100%
- Anglais
- Comptabilité
Postuler rapidement
il y a 14 jours
Investor US tax reporting specialist
LGT Capital Partners —Pfäffikon, ZH
- 100%
- Télétravail
- Microsoft Excel
- Anglais
- Microsoft Office
Senior Legal Counsel
Sulzer —Winterthour, ZH
- 100%
- Bar
- Gestion du personnel
- Niveau Master
il y a 13 jours
Head of Enterprise Data Architecture
SCOR —Zürich, ZH
- Gestion du personnel
- Niveau Master
- Leadership
il y a 11 jours
Partner Sales Manager - Switzerland
Cisco Systems —Zürich, ZH
- 100%
- Télétravail
- Gestion du personnel
- Anglais
- AWS
Investment Banking Associate
Citi —Zürich, ZH
- 100%
- Compétences en communication
Forward Deployed Engineer III, Google Cloud GTM (French, German)
Google —Zürich, ZH
- 100%
- Niveau Doctorat
- Niveau Master
- Niveau Licence
il y a 5 jours
Senior Relationship Manager (UK clients)
Vontobel Holding AG —Zürich, ZH
- Gestion du personnel
- Anglais
- Technologies de l'information
il y a 8 jours

Je souhaite recevoir la dernière alerte Emploi pour les postes de ce type : investment advisor (zürich, zh)

En vous connectant à votre compte, vous acceptez les Conditions d'utilisation de SimplyHired et consentez à notre Politique relative aux cookies et Politique de confidentialité.

Afficher des offres d'emploi dans d'autres lieux

investment advisor jobs near zürich, zh

Account Executive, Zürich, ZH : emplois

Banking Associate, Zürich, ZH : emplois

Portfolio Manager, Zürich, ZH : emplois

Partnership Manager, Zürich, ZH : emplois

Senior Relationship Manager, Zürich, ZH : emplois

Head Of Data, Zürich, ZH : emplois

Investment Associate, Zürich, ZH : emplois

Medical Manager, Zürich, ZH : emplois

Case Manager, Basel, BS : emplois

Executive Assistant, Winterthur, ZH : emplois

Account Executive, Canton Of Thurgau : emplois

Account Executive, Genève, GE : emplois

Account Executive, Genf, GE : emplois

Account Executive, Amriswil, TG : emplois

Key Account Manager, Home Office : emplois

Research Associate, Stein Ag, AG : emplois

Managing Director Banking, Zürich, ZH : emplois

Quality Specialist, Zürich, ZH : emplois

Tax Specialist, Zürich, ZH : emplois

Learning Development, Zürich, ZH : emplois

Investment Advisor (Temporary Position)

BBVA -
Zürich, ZH

Soumettre votre candidature

Détails de l'emploi

100% | Temps de travail : 90-100%

Qualifications

Microsoft Powerpoint
Investissement
Espagnol
Microsoft Excel
Microsoft Access
Microsoft Outlook
Multilingue
Anglais
Bloomberg
Microsoft Office
Niveau Master
Esprit d'analyse
Gestion des risques
Compétences en communication
Gestion du temps

Description complète du poste

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 BBVA we are leading the transformation of banking worldwide, united in pursuing our goal of supporting your drive to go further. Firmly focused on the future, our on-going digital transformation is already producing disruptive innovations that power our vision of banking. Building on 160 years of history we know the importance of constant development, which is why we place so much confidence in the collaborative working environment that enables our people to grow and excel.

For over 50 years, BBVA in Switzerland has been helping clients manage their wealth with a global outlook, Swiss precision, and a philosophy that blends tradition with innovation. From Zurich to the world, we provide tailored solutions for those who value both strategy and trust.

Yet, our greatest strength lies in our people: an international, diverse, and highly skilled team that combines financial expertise with a digital mindset and innovative spirit. Continuous learning, cross-cultural collaboration, and career growth that makes a real impact in our clients’ lives drive everything we do, shaping both the way we work and the opportunities we create for our team.

Joining BBVA in Switzerland means being part of a global bank, working on pioneering projects in private and digital banking, and growing within a culture that listens, evolves, and strives to make a difference.

BBVA is a Spanish bank with its Swiss offices located in Zürich.

About the job:

Main Objective (Job Purpose):

Act as a key link between the Markets Department and Relationship Managers (RMs) by providing ongoing, high-quality investment advice and support to clients. Assist RMs in the preparation of ad hoc investment proposals, asset allocation decisions, risk analysis, and overall portfolio monitoring.

Functions (duties and responsibilities):

Monitor client portfolios, including : deviations from model portfolios, alignment with Strategic and Tactical Asset Allocation, risk limit breaches, performance analysis (individual and by risk profile), and compliance with all relevant regulations.
Develop ad hoc investment ideas and “market alerts”, identify target clients and/or positions, and stablish commercial campaigns.
Maintain direct contact with clients to assess portfolio evolution, market positioning, and investment opportunities.
Accompany RMs on client visits when required, including key clients and prospects.
Maintain continuous interaction with BBVA Markets and BBVA Global Wealth teams to ensure alignment with the bank’s market views (both long-term and short-term).
Prepare tailored investment proposals for clients and prospects based on their risk profile and prevailing market conditions.
Produce regular summaries of macroeconomic developments and key market trends.
Use Bloomberg / LSEG platforms to source investment ideas, analyze securities, and respond to client needs (e.g. bond screening, pricing, research).
Provide team coverage when required (backup responsibilities).
Ensure alignment with the Bank’s digitalization strategy.
Analyze advisory portfolios in terms of performance, asset allocation, and concentration risk.
Implement BBVA advisory strategies in line with applicable local and cross-border regulations.

Your Profile:

Master’s degree in Finance, Banking, Economics or equivalent. EFPA, CFA, CAIA or similar certifications are a plus.
Strong communication skills, with the ability to present investment ideas clearly to clients and prospects.
Solid knowledge of financial markets, investment products, asset allocation frameworks, and risk profiling.
Ability to work under pressure and meet tight deadlines with a high level of accuracy.
Strong interpersonal and problem-solving skills combined with a client-oriented mindset and attention to quality.
Highly motivated, proactive, well-organized, and quick to learn, with excellent time management skills.
Reliable team player with a strong sense of responsibility and adaptability.
Minimum of 7 years of experience in Private Banking, Portfolio Management, Investment Advisory, or similar roles.
Proven experience in portfolio construction, risk management, asset allocation, security selection, and fund analysis is highly valued.
Advanced knowledge of MS Office (Excel, PowerPoint; knowledge of Access is a plus).
Fluency in Spanish and English is required; additional languages are an advantage.

Skills:

Banking, Customer Empathy, English Language, Financial Markets, Investment Products, Investments, Learning Quickly, Proactive Behavior, Problem Resolution, Spanish Language

Soumettre votre candidature

Affinez votre recherche

investment advisor emplois - zürich, zh

Investment Advisor (Temporary Position)

Solution Consultant - Asset Management & Investment Workflows (Zurich, London, Berlin, Hybrid)

VP, Strategy and Corporate Development

Sales Leader – Luxury Hospitality - D/FR/EN

Sales Leader – Luxury Hospitality - D/FR/EN

Student Support – Corporate Tax Team 40-80%

Strategic Account Executive - Professional Services sector

Vice President – Global Network Banker, Global Network Banking Switzerland

DACH Origination Professional - Direct Private Equity

Portfolio Manager - Real Estate

VP, Enterprise Products & Solutions EMEA

Product Strategy Lead

Investment Associate

Investor US tax reporting specialist

Senior Legal Counsel

Head of Enterprise Data Architecture

Partner Sales Manager - Switzerland

Investment Banking Associate

Forward Deployed Engineer III, Google Cloud GTM (French, German)

Senior Relationship Manager (UK clients)

Je souhaite recevoir la dernière alerte Emploi pour les postes de ce type : investment advisor (zürich, zh)

Related Searches

Afficher des offres d'emploi dans d'autres lieux

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact