Senior Investment Advisor (h/f/d) — Raiffeisen
CHF 83'500 - 126'500
Raiffeisen · Lausanne (VD)
- Location
- Lausanne
- Contract
- full-time
- Posted
- 24 days ago
SalaryCHF 83'500 - 126'500
Role overview
Our Investment Advisory team implements, monitors and manages Raiffeisen's universe of recommendations.
We offer model portfolios and develop tactical as well as thematic investment recommendations.
Furthermore, we offer personalized advisory services and maintain close communication with the Raiffeisen banks.
- Our Investment Advisory team implements, monitors and manages Raiffeisen's universe of recommendations.
- We offer model portfolios and develop tactical as well as thematic investment recommendations.
Contacts
- person for client advisors on complex investment questions, as well as support in identifying suitable implementation solutions and optimizing portfolios
- Development and communication of thematic investment solutions
- Participation in the design and ongoing development of consulting services
- Management and monitoring of the investment universe and recommendations
- Carrying out internal and external events in French Anforderungen:
- University degree in economics or finance (university/HES) or equivalent training
- Certifications such as AZEK or CFA are an asset
- Several years of experience in investment advisory and investment selection spanning all asset classes, ideally with a focus on sustainable investments
- Creativity as well as an excellent understanding of the needs of investors
- Excellent oral and written expression skills in French and German required Please note:
Company and context
- This is why we are creating the conditions for a flexible organization of working time, with offers of mobile working, teleworking and part-time work.
Additional details
- The position is based in Lausanne and involves weekly travel to Zürich (Circle).
- Contact person for client advisors on complex investment questions, as well as support in identifying suitable implementation solutions and optimizing portfolios
- Carrying out internal and external events in French
- Excellent oral and written expression skills in French and German required
Notes and original content
- Anforderungen:
- Please note:
