Fachspezialistin Anlegen (w/m) - Bank ClerFachspezialistin Anlegen (w/m) 80 - 100%

Description du poste

This job ad was AI-translated from German. See original Job summary Show Join the team in Basel or Zurich, where we’re looking for you! Enjoy a dynamic work environment with great benefits. Tasks Manage investment sales activities and execute sales campaigns. Communicate market assessments and derive investment recommendations. Support advisors with technical questions and training sessions. Skills Experience in sales or investment with strong product knowledge. Sales orientation and collaboration in interdisciplinary teams. Fluent in German with good Italian or French skills. About the job Stefan, Valérie, Tristan and other colleagues from the Specialist Management team in Basel and Zurich are looking for reinforcement. In other words: you! Work location is Basel or Zurich Your new job Management of investment sales activities, including development and implementation of sales actions and sales campaigns Communication of market assessments and derivation of investment recommendations to optimise customer portfolios in collaboration with our CIO office and Asset Management Support for advisors by answering technical and specialist questions as well as through training and specialist presentations to strengthen advisory competence in sales Increasing market presence through targeted communication measures, specialist contributions in publications and at customer events in close coordination with Marketing & Sales Participation in the development and marketing of investment products and services, preparation of market analyses as well as development and implementation of sales strategies to identify and realise growth potential What we benefit from Several years of relevant professional experience in sales or investment business with in-depth knowledge of investment products, portfolio management and capital markets Higher education in finance, banking or economics (university, university of applied sciences, federal diploma), additional qualifications such as CFA or AZEK are an advantage Strong sales orientation, sensitivity to the needs of various stakeholders and enjoyment of exchange and collaboration in interdisciplinary teams Communicative and implementation-strong personality with the ability to convey complex content in a structured and equal manner Very good application skills in PowerPoint and Excel - Bloomberg and Avaloq are an advantage Fluent in German - good language skills in Italian and/or French are a plus What you benefit from An open approach to the topic of money, including pay equality – which we really have We place great value on supporting your personal and professional development A committed, open-minded team in the extremely dynamic market management area is looking forward to you A centrally located workplace in the heart of Basel or Zurich Do you expect a comprehensive employment package from us? You are right, here are the details and many other benefits Any questions? Gladly! If it’s about specialist matters, Valérie Scharninghausen, Head of Specialist Management, looks forward to your call at 044 218 63 87. For all other questions about working at perhaps the coolest bank in Switzerland, Sandra Ankli, HR Business Partner, is available at 061 266 33 42. P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the cover letter. Instead, we look forward to you answering three short questions in the application tool. Thank you! Sandra Ankli HR Business Partner