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Two.jobs GmbH
Senior Investment Advisor, 60 - 100 %Two.jobs GmbH • weinfelden, thurgau, Switzerland
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Senior Investment Advisor, 60 - 100 %

Senior Investment Advisor, 60 - 100 %

Two.jobs GmbH • weinfelden, thurgau, Switzerland
Vor 9 Tagen
Stellenbeschreibung

h3Achieving more together /h3pWe are full of commitment and empathy – and give our best every day. Together, we strive to ensure that the people and companies in our region see more than just a bank in TKB. We want to achieve more together. We succeed by focusing on individual strengths, empathetic leaders and employees, as well as uncomplicated collaboration on an equal footing. /ph3Your area of impact /h3pYou accompany our Private Banking advisors as an Investment Specialist during demanding client meetings. In doing so, you bring your expertise in financial markets, investment strategies, and investment products to bear and convey complex investment topics in an understandable and convincing manner. /ppYou develop, write, and publish investment ideas, investment recommendations, ad-hoc comments, and well-founded analyses of capital market developments. You rely on the research of selected partners, independently assess the findings, and derive concrete investment impulses from them. /ppYou are the central contact person for investment and product-related questions across all relevant asset classes. /ppYou support client advisors in creating well-founded portfolio analyses and individual investment proposals. /ph3Your potential /h3pYou have a university or technical college degree or a comparable qualification, such as AZEK or CFA, combined with several years of relevant professional experience. /ppYou have experience in directly advising Private Banking clients, in investment advisory, or in a comparable client-facing investment role. /ppYou have experience in independently writing stylistically confident and meaningful market reports, investment recommendations, or other investment publications. /ppYou possess broad and well-founded knowledge of financial markets, investment strategies, and investment products. This includes particularly equities, bonds, collective investment instruments, and structured products. /ppYou are proficient in using office applications, Bloomberg, and AI tools. /ph3Your working style /h3pYou present yourself professionally, engagingly, and convincingly in client discussions and know how to build trust with your expertise. /ppYou work collaboratively with our Private Banking advisors and see your role as a professional complement in client consulting. /ppYou have a solution-oriented and creative working style and enjoy acting as a collegial team player. /ppYou are committed, responsible, and possess strong analytical and conceptual skills. /ppYou enjoy communicating and presenting and have a confident expression in both spoken and written language. /ph3Why TKB? Your advantages: /h3pWide range of tasks in a great working atmosphere /pp92% of our employees recommend TKB as an employer and 85% feel highly connected to it and are highly engaged for it. /ppLearn more about TKB as an employer on the independent review platform kununu. /ph3Training and further education /h3pWe are interested in ensuring that our employees are optimally trained. Therefore, we generously support internal and external training. /ppWe provide our employees with a diverse range of opportunities for individual development; offering seminars, workshops, and other learning opportunities. /ppWe generously support external training financially. /ppAs a prerequisite for our support, we expect a good level of personal commitment to one's own development – sustainable development of skills and knowledge requires this. /ph3Work-life balance /h3pOur employment conditions and corporate culture allow for a good balance between work and personal life. /ppWe offer the following flexibility options: /pulliflexible working hours /liliwe allow part-time work of at least 40% (as an advisor/specialist) or 60% (in a leadership role) /liliwe allow job sharing as advisors/specialists /liliwe allow home office days /lilioffer to finance an additional week of vacation with a 2% salary deduction /li /ulh3Vacation and leisure /h3pWe offer all employees, regardless of hierarchy, at least 5 weeks of vacation and the option to finance an additional week of vacation with a 2% salary deduction. /ph3Employees generally have the following vacation entitlement per year: /h3ulli30 days (up to 20 years) /lili25 days (from 21 to 29 years) /lili28 days (from 30 to 39 years) /lili30 days (from 40 years) /li /ulh3Preferential conditions for bank products /h3pGenerous employee conditions for various in-house bank products and services (accounts, mortgages, stock transactions, portfolios, foreign currencies, and credit cards). /p #J-18808-Ljbffr

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Senior Investment Advisor, 60 - 100 % • weinfelden, thurgau, Switzerland