Junior Investment Advisor — VZ VermögensZentrum
- Location
- Lausanne
- Contract
- Part-time
- Posted
- 16 days ago
Full description
VZ Banque de Dépôt is owned by VZ Group, Switzerland's leading independent financial services provider. Securities are our passion: we ensure that our customers are able to carry out their transactions efficiently and offer them attractive conditions. VZ Banque de Dépôt is growing strongly, and we are constantly looking for committed people.
- You support our team of investment specialists experienced in consulting our clients on their investments.
- You contribute to regular customer monitoring, prepare interviews and proactively identify their needs.
- You accompany our specialists during contacts with customers, answer their questions about investments and explain to them in a clear and understandable way the evolution of financial markets.
- You are involved in developing tailor-made investment proposals and preparing their presentation to clients.
- You are responsible for the transmission and follow-up of our clients' stock exchanges.
- You are involved in continuous improvement and automation projects aimed at simplifying our processes and working methods.
- Completed banking learning and first experience in placements (employment or internship), ideally in consulting a private customer
- An asset: on-the-job, on-the-job, on-the-job or recently completed training in a high school
- Customer friendliness and clear communication in French
- Very good knowledge of German for internal communication (indispensable)
- Interest in financial markets and good basis for equity, bonds and collective investment
- Curiosity, ambition, initiative and team spirit
- Interest in automation and artificial intelligence to optimize our working methods.
- With us, you can bring your ideas and constantly develop in a dynamic environment.
- A competent team, with a strong team spirit and support, which we also cultivate at external events.
- In the field of continuing training, you are at the right address: we provide you with individual support and promote your professional development through external training, such as AZEK / CFA.
- Our satisfaction surveys regularly confirm that our employees regard VZ as an extremely positive working environment, in which they can fully flourish. Experience it, too.
Requirements
- Apprentissage bancaire terminé et première expérience dans les placements (emploi ou stage), idéalement dans le conseil à une clientèle privée
- Un atout : formation dans une haute école spécialisée en cours d'emploi, en cours ou récemment achevée
- Aisance avec la clientèle et communication claire en français
- Très bonnes connaissances de l'allemand pour la communication interne (indispensable)
- Intérêt pour les marchés financiers et bonnes bases en actions, obligations et placement collectifs
- Curiosité, ambition, initiative et esprit d'équipe
- Intérêt pour l'automatisation et l'intelligence artificielle afin d'optimiser nos méthodes de travail.
Questions about this listing
What salary does VZ VermögensZentrum offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Lausanne is CHF 73'000 - 128'000 gross per year — an estimate, not a figure communicated by VZ VermögensZentrum. The calculator on this site converts a gross salary into your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does VZ VermögensZentrum offer?
This listing is a part-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with VZ VermögensZentrum during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Vaud?
EU/EFTA citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton Vaud's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with Vaud's cantonal migration office or with HR during the application.
How do I apply for this position at VZ VermögensZentrum?
Use the "Apply now" button on this page — it links directly to VZ VermögensZentrum's original listing at app.jobportal.abaservices.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
