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

Investment Advisor (Temporary Position)
BBVA —Zürich, ZH
- 100%
- Microsoft Powerpoint
- Spanisch
- Microsoft Excel
6 Std.
Manager / Senior Manager - Cloud, Data & AI (CD&AI) - Data Engineering
PwC —Zürich, ZH
- 100%
Principal Data Architect
Zühlke —Schlieren, ZH
- 100%
- Homeoffice
- Microsoft Excel
- Management-Erfahrung
- Englisch
- Homeoffice-Möglichkeit
4 Tage
Audit - Manager/Senior Manager - Private Equity/Asset Management - 80-100%
PwC —Zürich, ZH
- Englisch
- Bachelor
- Rechnungswesen
10 Tage
Lifesciences Applied Advisory Managing Consultant, Senior Manager, English
Genpact Onsite Services - Switzerland Branch —Zug, ZG
- 100%
- Homeoffice
- Microsoft Powerpoint
- PMP
- Englisch
Direkt bewerben
Lead - Future of Global Capability Centers (GCC, GBS) with German
Capgemini —Opfikon, ZH
- Management-Erfahrung
- Englisch
- Führungserfahrung
- Empfehlungsprogramm
AI & Data Consultant – Tax and Legal Innovation
PwC —Zürich, ZH
- 100%
- Management-Erfahrung
- Englisch
- Forschungserfahrung
Technical Solutions Consultant (pre-sales)
Avaloq —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Spanisch
- Management-Erfahrung
- Englisch
Direkt bewerben
Principal Data and AI Consultant
Zühlke —Schlieren, ZH
- 100%
- Homeoffice
- Microsoft Excel
- Management-Erfahrung
- Englisch
- Homeoffice-Möglichkeit
Electrical Supervisor
Mercury Engineering —Zürich, ZH
- Management-Erfahrung
- Personalführung
- Erfahrung in der IT
Manager / Senior Manager Cyber Technology and Transformation
PwC —Zürich, ZH
- 100%
- Management-Erfahrung
- Englisch
- Master
VP, Enterprise Products & Solutions EMEA
Blockstream —Zürich, ZH
- 100%
- Vertrieb
- Englisch
- Master
- Homeoffice-Möglichkeit
Direkt bewerben
Salesforce Architect (CTA Certified) – Life Sciences Industry 80-100%
Eraneos Switzerland AG —Zürich, ZH
- Management-Erfahrung
- Salesforce
- Master
Mechanical Lead
Mercury Engineering —Zürich, ZH
- Microsoft Word
- AutoCAD
- Microsoft Excel
Senior Manager - Capability Leader Data Security
PwC —Zürich, ZH
- 100%
- Management-Erfahrung
- Englisch
- Master
Mechanical Engineer
Mercury Engineering —Zürich, ZH
- CAD
- Elektronisches Patientendossier
- Erfahrung in der IT
Electrical Construction Manager
Mercury Engineering —Zürich, ZH
- Windows
- Microsoft Office
- PC-Kenntnisse
Electrical Lead
Mercury Engineering —Zürich, ZH
- Management-Erfahrung
- Master
- Projektmanagement
Stock Advisor (M/W/D)
Louis Vuitton —Zürich, ZH
- 100%
- Englisch
- PC-Kenntnisse
1 Std.

More jobs to discover

Find similar jobs that you might be interested in.

Manager / Senior Manager - Cloud, Data & AI (CD&AI) - Data Engineering
PwC —Zürich, ZH
Validate outcomes with clients, share alternative perspectives, and act on client feedback. They analyse market trends, assess business performance, and develop…

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

Wenn Sie sich bei Ihrem Konto anmelden, stimmen Sie den Nutzungsbedingungen, den Richtlinien zur Verwendung von Cookies sowie der Datenschutzerklärung von SimplyHired zu.

Weitere Job-Standorte erkunden

client advisor jobs near zürich zh

Jobs als Teamleiter in Zürich, ZH

Jobs als Enterprise Architect in Zürich, ZH

Jobs als Manager in Zürich, ZH

Jobs als Data Consultant in Zürich, ZH

Jobs als Mechanical Engineer in Zürich, ZH

Jobs als IT Security Specialist in Zürich, ZH

Jobs als Private Equity Associate in Zürich, ZH

Jobs als Cloud Engineer in Zürich, ZH

Jobs als Teamleiter in Wohlen, Ag

Jobs als Teamleiter Pflege in St. Gallen, Sg

Jobs als Teamleiter Teamleiter in Heerbrugg, Sg

Jobs als Enterprise Architect in Bargen Be, Be

Jobs als Enterprise Architect in Altstetten, Zh

Jobs als Partnership Manager in Zürich, Zh

Jobs als It Project Manager in Zürich, Zh

Jobs als Supply Chain Consultant in Zürich, Zh

Jobs als Sap Consultant in Kanton Genf

Jobs als Consultant Business Transformation in Genf, Ge

Jobs als Data Science in Lugano, Ti

Jobs als Data Consultant in Meyrin, Ge

Investment Advisor (Temporary Position)

BBVA -
Zürich, ZH

Jetzt bewerben

Details zur Stelle

100% | Pensum: 90-100%
vor 6 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)

Manager / Senior Manager - Cloud, Data & AI (CD&AI) - Data Engineering

Principal Data Architect

Audit - Manager/Senior Manager - Private Equity/Asset Management - 80-100%

Lifesciences Applied Advisory Managing Consultant, Senior Manager, English

Lead - Future of Global Capability Centers (GCC, GBS) with German

AI & Data Consultant – Tax and Legal Innovation

Technical Solutions Consultant (pre-sales)

Principal Data and AI Consultant

Electrical Supervisor

Manager / Senior Manager Cyber Technology and Transformation

VP, Enterprise Products & Solutions EMEA

Salesforce Architect (CTA Certified) – Life Sciences Industry 80-100%

Mechanical Lead

Senior Manager - Capability Leader Data Security

Mechanical Engineer

Electrical Construction Manager

Electrical Lead

Stock Advisor (M/W/D)

More jobs to discover

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

Related Searches

Weitere Job-Standorte erkunden

Tools für Jobsuchende

Arbeitgebertools

Durchsuchen

Bleiben Sie in Kontakt