Senior Investment Advisor (h/f/d) — Raiffeisen
- Location
- Lausanne
- Contract
- full-time
- Posted
- 28 days ago
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:
Questions about this listing
What salary does Raiffeisen offer for this role?
Raiffeisen lists CHF 83'500 - 126'500 gross per year for this position in Lausanne. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to 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 Raiffeisen offer?
This listing is a full-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 Raiffeisen 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 residents living in the border zone of the country adjoining Canton Vaud can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and 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 Raiffeisen?
Use the "Apply now" button on this page — it links directly to Raiffeisen's original listing at jobs.raiffeisen.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
