20 beste Stellen als client advisor in zürich, zh – aktuell auf Personalsuche

Investment Advisor (Temporary Position)
BBVA —Zürich, ZH
- 100%
- Microsoft Powerpoint
- Spanisch
- Microsoft Excel
8 Std.
Co Head Skills
Helvetas —Zürich, ZH
- Spanisch
- Doktorat
- Englisch
1 Std.
Sales & Relationship Manager
Swiss Quant —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Management-Erfahrung
Direkt bewerben
Legal Engineer
Omnilex —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Englisch
Capgemini ERD - Senior Client Partner - Industry
Capgemini —Opfikon, ZH
- Englisch
- Erfahrung in der IT
- Kommunikationsfähigkeit
- Empfehlungsprogramm
Executive Director of Clinical Business Development - Strategic Accounts
サイネオス・ヘルス —Zürich, ZH
- Homeoffice
- Microsoft Office
- Bachelor
- Kommunikationsfähigkeit
Senior Account Executive, New Logo, Retail and Manufacturing, Switzerland
Genesys —Zürich, ZH
- 100%
- Englisch
- Produktion
- Aufstiegsmöglichkeiten
Senior Business Developer
Valtech Group —Zürich, ZH
- Englisch
- Kommunikationsfähigkeit
Identity & Access Management Practice Lead (part-time possible, all genders)
Accenture —Zürich, ZH
- 100%
- Management-Erfahrung
- Englisch
- Kommunikationsfähigkeit
Assistant Manager / Manager - Microsoft Dynamics ERP Solution Advisory
KPMG —Zürich, ZH
- 100%
- Homeoffice
- Englisch
- Master
- Erfahrung in der IT
- Homeoffice-Möglichkeit
- Eltern-/Erziehungsurlaub
Senior Relationship Manager EAM UK (100%)
Vontobel Holding AG —Zürich, ZH
- 100%
- Englisch
Senior Manager, Client Lead
Blockstream —Zürich, ZH
- 100%
- Management-Erfahrung
- Englisch
- Kommunikationsfähigkeit
Direkt bewerben
Principal Banking or Insurance (all genders) - BCG Platinion Zurich, Switzerland
Boston Consulting Group —Zürich, ZH
- Management-Erfahrung
- Englisch
- Projektmanagement
Account Manager & Solution Sales (Core Banking & Banking Digitalization)
FNZ —Zürich, ZH
- 100%
- Homeoffice
- Englisch
- Verhandlungsgeschick
Engagement Manager, EU
Cradle —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Master
- Organisationstalent
- Budgetierung
Global Relationship Manager - Assistant Vice President - English
Genpact Onsite Services - Switzerland Branch —Zug, ZG
- 100%
- Homeoffice
- Management-Erfahrung
- Englisch
- Master
Direkt bewerben
Digital Solutions Specialist (Benelux/Austria/Switzerland)
Intuitive Surgical —Zürich, ZH
- Homeoffice
- Englisch
- Bachelor
- Ohne Hochschulabschluss
CSA Project Manager
PM Group —Zürich, ZH
- AutoCAD
- Englisch
- Kommunikationsfähigkeit
Manager - Tax Services - Indirect Tax/VAT (Zug or Luzern)
EY —Zürich, ZH
- Englisch
- Recruiting
- Kommunikationsfähigkeit
Senior ProServe Sales Leader EMEA, Healthcare and Life Sciences
AWS EMEA SARL (Switzerland Branch) —Zürich, ZH
- 100%
- Informatik
- Management-Erfahrung
- AWS

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Investment Advisor (Temporary Position)

BBVA -
Zürich, ZH

Jetzt bewerben

Details zur Stelle

100% | Pensum: 90-100%
vor 8 Stunden

Qualifikationen

Microsoft Powerpoint
Investment
Spanisch
Microsoft Excel
Microsoft Access
Microsoft Outlook
Mehrsprachig
Englisch
Bloomberg
Microsoft Office
Master
Analysefähigkeit
Risikomanagement
Kommunikationsfähigkeit
Zeitmanagement

Vollständige Stellenbeschreibung

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

Jetzt bewerben

Erweiterte Suche

client advisor Jobs in zürich, zh

Investment Advisor (Temporary Position)

Co Head Skills

Sales & Relationship Manager

Legal Engineer

Capgemini ERD - Senior Client Partner - Industry

Executive Director of Clinical Business Development - Strategic Accounts

Senior Account Executive, New Logo, Retail and Manufacturing, Switzerland

Senior Business Developer

Identity & Access Management Practice Lead (part-time possible, all genders)

Assistant Manager / Manager - Microsoft Dynamics ERP Solution Advisory

Senior Relationship Manager EAM UK (100%)

Senior Manager, Client Lead

Principal Banking or Insurance (all genders) - BCG Platinion Zurich, Switzerland

Account Manager & Solution Sales (Core Banking & Banking Digitalization)

Engagement Manager, EU

Global Relationship Manager - Assistant Vice President - English

Digital Solutions Specialist (Benelux/Austria/Switzerland)

CSA Project Manager

Manager - Tax Services - Indirect Tax/VAT (Zug or Luzern)

Senior ProServe Sales Leader EMEA, Healthcare and Life Sciences

Ich möchte aktuelle Job-E-Mails für Stellen als client advisor in zürich, zh erhalten

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