Job offer
Investment and Retirement Planning Client Advisor 80–100%
As an Investment and Retirement Planning Advisor in Wädenswil, you will assist retail and private clients with investments, portfolio management, and insurance. The position also involves stock market transactions, administrative tasks, and active participation in corporate development and compliance with legal regulations.
Vos missions
- Support for our retail and private clients in the areas of investing, portfolio management, and insurance
- Various stock market trading activities for our clients and currency management
- Various administrative tasks
- Participation in market-making activities and performance of representative duties
- Active contribution to the company's development and operations
- Implementation of Legal Regulations Governing Investment Activities
You bring us
- Training recognized by the federal government for more than two years, complementary and accredited for the employment situation
- 2 years of professional experience in a similar field
- Open-mindedness and maturity; a neat and well-proportioned appearance
- Strong scope and high learning capacity
Nous offerrons
- Support for developing skills in real-time, in line with the relevant field
- Various tasks
- Teamwork and close cooperation with other positions and various units
- Flat organizational hierarchies and a friendly work culture
- Modern and attractive working conditions with excellent benefits
- Superior Quality of Life
- You enjoy the benefits of a small business with flat organizational structures
Job details
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