Investment Specialist

Tasks

As an Investment Specialist, your mission is to increase the adoption of investment products among clients, working closely with advisors. You are the point of reference for promoting and placing all investment solutions. Your main goal is to convert clients' static liquidity into value-enhancing investments. To do this, you accompany advisors on client visits. Specifically, this means:

• Work closely with consultants to develop customized offers for customers and participate in complex customer visits to answer technical questions, reassure customers, and present the added value of investment solutions.
• Mastery of all the bank's investment solutions and their technical intricacies in order to tailor the bank's solutions to the needs of its clients.
• Training advisors on new products, services, market developments, and best practices for presenting investment products.
• Ensuring that every quotation template meets customer requirements and complies with legal requirements (LSFin).
• Identification of opportunities and risks in order to position products appropriately and analyze the potential of the existing customer base.

Requirements

This position is suitable for you if:

• You have a commercial education (HES/Master's degree in economics/finance) or equivalent.
• You have at least 5 years of experience in finance, including 3 years in a similar role as an investment advisor or seller of financial products in Switzerland.
• You have good written and spoken French and English skills; knowledge of German is an advantage.
• You describe yourself as flexible and adaptable and are able to work with different teams.
• You have excellent communication skills and offer constructive solutions.
• You are known for your strong focus on results.

We offer

The exact benefits are not specified.