20 beste Stellen als wealth management in zürich, zh – aktuell auf Personalsuche

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

Jetzt bewerben

Erweiterte Suche

wealth management Jobs in zürich, zh

Investment Advisor (Temporary Position)

Client Solutions Professional, Private Wealth (Europe)

Transformational Change Management Specialist 100% (f/m/d)

Senior Java Developer (Distributed Financial Systems) 80 - 100% (f/m/d) - (Contract through our external payroll partner with immediate start for 12 months with possible extension)

Junior Quantitative Analyst, GPS, 100% (f/m/d)

Consultant - Financial Services Business Consulting - Transformation Execution Practice (80% - 100%)

Financial Crime Compliance Officer in the Area of Financial Intelligence 100% (f/m/d)

Payments Processing/Credit Card Specialist 100% (f/m/d) - (Contract through our external payroll partner with immediate start until 31.12.2027 with possible extension)

Client Relationship Officer

GPS Associate Investment Advisor Zurich Switzerland, 100% (f/m/d)

First Line Controls Specialist (9 - 12 Monate) 80 - 100%

Learning & Development Programme Manager (80-100%, f/m/d)

Payments Investigations Specialist 80 - 100% (f/m/d)

Business Operations, Asset/Marketing Manager - Assistant Vice President / Vice President

CDS BUSINESS SUPPORT & DEVELOPMENT MANAGER 80 - 100% (f/m/d)

Supplier Risk Specialist (Third Party Risk Management) 60% - 80% (f/m/d) - (Contract through our external payroll partner with immediate start until 18.12.2026 with possible extension)

Compliance Officer - Governance & Policies 100% (f/m/d)

Fachspezialistin / Fachspezialisten Vertriebsmanagement 60% (w/m/d)

Senior Talent Acquisition Specialist 100% (f/m/d) - (Contract through our external payroll partner with immediate start until 31.01.2027 with possible extension)

Intern - Treasury Risk 60-100% (f/m/d), 6-9 Months

Ich möchte aktuelle Job-E-Mails für Stellen als wealth management in zürich, zh erhalten

Related Searches

Weitere Job-Standorte erkunden

Tools für Jobsuchende

Arbeitgebertools

Durchsuchen

Bleiben Sie in Kontakt