Job offer

Senior Investment Advisor

Schwyzer Kantonalbank is seeking a Senior Investment Advisor to support discerning private banking clients with tailored investment strategies and build lasting partnerships. The Senior Investment Advisor will be responsible for developing investment strategies, communicating investment cases, and executing trades.

Tasks

As a Senior Investment Advisor, you will develop investment strategies, communicate investment cases, and lead market calls and advisory calls. Your responsibilities will include:
  • Development of investment strategies - You develop well-founded investment and optimization proposals, identify new investment opportunities, and translate these into convincing recommendations.
  • Communication of investment cases - You will prepare investment cases professionally and be responsible for communicating them convincingly to clients and internal advisors.
  • Market calls & advisory calls - You will lead weekly market calls (strategy updates, new recommendations), actively participate in advisory calls, and proactively provide information about current developments and new recommendations.
  • Presentations - You present investment recommendations both live in front of an audience and in video formats (web, YouTube).
  • Trade processing - You will independently execute transactions in all relevant product classes (stocks, bonds, options, funds, structured products).
  • Network maintenance - You represent the bank at investor events and conferences and maintain a strong regional network.

Requirements

No specific requirements mentioned.

We offer

No specific benefits mentioned.

Job details

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