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:





Your next step
We look forward to your online application and will get back to you as soon as possible!
Your contact person
If you have any questions about the position or the process, please contact our HR consulting team via our contact form.
Janine Hohengasser
Head of HR Consulting
+41 71 626 68 60