Senior Investment Advisor, 60 - 100 %

Two.jobs GmbH; Weinfelden; On-site; CHF 120,000 - 180,000; Full time

Job summary

Two.jobs GmbH seeks an Investment Specialist to support Private Banking advisors in demanding client meetings, translating complex market topics into clear guidance. You will develop investment ideas, recommendations, and analyses while serving as the go-to expert for investment questions across asset classes.

You bring a university degree or equivalent (AZEK/CFA) and several years of experience in investment advisory or related client-facing roles, with strong knowledge of financial markets and

Qualifications

• University or technical college degree with several years of relevant investment experience.
• Experience directly advising Private Banking clients or similar client-facing investment role.
• Experience in independently writing market reports, investment recommendations, or related publications.
• Broad and well-founded knowledge of financial markets, investment strategies, and products (equities, bonds, funds, structured products).
• Proficiency in using office applications, Bloomberg, and AI tools.

Responsibilities

• Accompany Private Banking advisors as an Investment Specialist during demanding client meetings, conveying complex topics clearly.
• Develop, write, and publish investment ideas, recommendations, ad-hoc comments, and analyses of capital market developments.
• Be the central contact for investment and product-related questions across asset classes.
• Support client advisors in creating well-founded portfolio analyses and investment proposals.

Skills

Investment advisory

Financial markets knowledge

Portfolio analysis

Bloomberg

AI tools

Client-facing communication

Education

University degree or professional qualification (AZEK/CFA)

Tools

Bloomberg

Office software

AI tools

Job description

Achieving more together

We 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.

Your area of impact

You 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.

You 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.

You are the central contact person for investment and product-related questions across all relevant asset classes.

You support client advisors in creating well-founded portfolio analyses and individual investment proposals.

Your potential

You have a university or technical college degree or a comparable qualification, such as AZEK or CFA, combined with several years of relevant professional experience.

You have experience in directly advising Private Banking clients, in investment advisory, or in a comparable client-facing investment role.

You have experience in independently writing stylistically confident and meaningful market reports, investment recommendations, or other investment publications.

You 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.

You are proficient in using office applications, Bloomberg, and AI tools.

Your working style

You present yourself professionally, engagingly, and convincingly in client discussions and know how to build trust with your expertise.

You work collaboratively with our Private Banking advisors and see your role as a professional complement in client consulting.

You have a solution-oriented and creative working style and enjoy acting as a collegial team player.

You are committed, responsible, and possess strong analytical and conceptual skills.

You enjoy communicating and presenting and have a confident expression in both spoken and written language.

Why TKB? Your advantages:

Wide range of tasks in a great working atmosphere

92% of our employees recommend TKB as an employer and 85% feel highly connected to it and are highly engaged for it.

Learn more about TKB as an employer on the independent review platform kununu.

Training and further education

We are interested in ensuring that our employees are optimally trained. Therefore, we generously support internal and external training.

We provide our employees with a diverse range of opportunities for individual development; offering seminars, workshops, and other learning opportunities.

We generously support external training financially.

As 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.

Work-life balance

Our employment conditions and corporate culture allow for a good balance between work and personal life.

We offer the following flexibility options:

• flexible working hours
• we allow part-time work of at least 40% (as an advisor/specialist) or 60% (in a leadership role)
• we allow job sharing as advisors/specialists
• we allow home office days
• offer to finance an additional week of vacation with a 2% salary deduction

Vacation and leisure

We 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.

Employees generally have the following vacation entitlement per year:

• 30 days (up to 20 years)
• 25 days (from 21 to 29 years)
• 28 days (from 30 to 39 years)
• 30 days (from 40 years)

Preferential conditions for bank products

Generous employee conditions for various in-house bank products and services (accounts, mortgages, stock transactions, portfolios, foreign currencies, and credit cards).