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
1 Tag
Consultant / Senior Consultant – Insurance Consulting (P&C, Life, Health)
Synpulse Holding AG —Zürich, ZH
- Bachelor
Senior Compliance Officer
AMINA Group —Zug, ZG
- 100%
- Management-Erfahrung
- Englisch
- Analysefähigkeit
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2 Tage
Business Developer - French Speaking
Ebury —Zürich (Kreis 7), ZH
- Microsoft Excel
- Management-Erfahrung
- Vertrieb
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Sr. Solutions Engineer
Databricks —Zürich, ZH
- Microsoft Excel
- Java
- Python
7 Tage
Pension Broker
Aon Corporation —Zürich, ZH
- 100%
- Englisch
Manager - Enterprise Architect
PwC —Zürich, ZH
- 100%
- Management-Erfahrung
- Englisch
- AWS
Procurement Transformation Lead with German
Capgemini —Opfikon, ZH
- Englisch
- Bachelor
- Führungserfahrung
- Empfehlungsprogramm
Senior Controller and FP&A
Etops —Cham, ZG
- 100%
- Englisch
- Rechnungswesen
- Budgetierung
- Homeoffice-Möglichkeit
Direkt bewerben
Experienced Data & AI Consultant
Zühlke —Schlieren, ZH
- 100%
- Homeoffice
- Microsoft Excel
- Management-Erfahrung
- Englisch
- Homeoffice-Möglichkeit
Account Manager - Software & Data
Evooq —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Datenanalyse
- Englisch
- Bachelor
Direkt bewerben
Senior Business Value Consultant - Banking (m/f/d)
SAP Fioneer —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Management-Erfahrung
Direkt bewerben
VP/AVP – Business Development
TechBiz Global GmbH —Zürich, ZH
- 100%
- Master
- Bachelor
- Erfahrung in der IT
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Senior Associate / Manager Tech Strategy & Transformation - Financial Services
PwC —Zürich, ZH
- 100%
- Informatik
- Englisch
FS Risk Consulting focus Technology
PwC —Zürich, ZH
- 100%
Procurement - IT Category Sourcing Manager
AECOM —Zug, ZG
- 100%
- Hybrides Arbeiten
- Microsoft Excel
- Management-Erfahrung
- Datenanalyse
- Bezahlte Ferien
Microsoft Partner Sales Manager – Cloud, Data and AI
EPAM Systems, Inc. —Zürich, ZH
- Vertrieb
- Englisch
- Eltern-/Erziehungsurlaub
- Pensionskasse
Global Principal (m/f/d) - Cash & Liquidity Solutions (Banking)
SAP Fioneer —Zürich, ZH
- Hybrides Arbeiten
- Führungserfahrung
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Business Development Director, Solution Sales CH- m/f/d (R-19082)
Dun & Bradstreet —Urdorf, ZH
- 100%
- Hybrides Arbeiten
- Management-Erfahrung
- Salesforce
- Englisch
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Customer Solution Engineer (Zurich)
LumApps —Zürich, ZH
- Hybrides Arbeiten
- Microsoft Excel
- Erfahrung in der IT
- Kommunikationsfähigkeit

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Investment Advisor (Temporary Position)

BBVA -
Zürich, ZH

Jetzt bewerben

Details zur Stelle

100% | Pensum: 90-100%
vor 1 Tag

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)

Consultant / Senior Consultant – Insurance Consulting (P&C, Life, Health)

Senior Compliance Officer

Business Developer - French Speaking

Sr. Solutions Engineer

Pension Broker

Manager - Enterprise Architect

Procurement Transformation Lead with German

Senior Controller and FP&A

Experienced Data & AI Consultant

Account Manager - Software & Data

Senior Business Value Consultant - Banking (m/f/d)

VP/AVP – Business Development

Senior Associate / Manager Tech Strategy & Transformation - Financial Services

FS Risk Consulting focus Technology

Procurement - IT Category Sourcing Manager

Microsoft Partner Sales Manager – Cloud, Data and AI

Global Principal (m/f/d) - Cash & Liquidity Solutions (Banking)

Business Development Director, Solution Sales CH- m/f/d (R-19082)

Customer Solution Engineer (Zurich)

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

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