Investment Advisor; Temporary Position

Position: Investment Advisor (Temporary Position)
Location: Zürich

## Investment Advisor (Temporary Position)
Solicitarremote type:
On Site locations:
99000, EXTRANJERO, Zurich time type:
Full time posted on:
Publicado hoytime left to apply:
Fecha final: 20 de junio de 2026 (Quedan 14 días para realizar la solicitud) job requisition :
JR
** Excited to grow your career?
** BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers.

At
** BBVA
* * we are leading the transformation of banking worldwide, united in pursuing our goal of supporting your drive to go further. Firmly focused on the future, our on-going digital transformation is already producing disruptive innovations that power our vision of banking. Building on 160 years of history we know the importance of constant development, which is why we place so much confidence in the collaborative working environment that enables our people to grow and excel.

For over 50 years,
** BBVA in Switzerland
** has been helping clients manage their wealth with a global outlook, Swiss precision, and a philosophy that blends tradition with innovation. From Zurich to the world, we provide tailored solutions for those who value both strategy and trust.

Yet, our greatest strength lies in our people: an international, diverse, and highly skilled team that combines financial expertise with a digital mindset and innovative spirit. Continuous learning, cross-cultural collaboration, and career growth that makes a real impact in our clients’ lives drive everything we do, shaping both the way we work and the opportunities we create for our team.

Joining
** BBVA in Switzerland
** means being part of a global bank, working on pioneering projects in private and digital banking, and growing within a culture that listens, evolves, and strives to make a difference.
** BBVA
* * is a Spanish bank with its Swiss offices located in Zürich.
** About the job:
**** Main Objective (Job Purpose):
** Act as a key link between the Markets Department and Relationship Managers (RMs) by providing ongoing, high-quality investment advice and support to clients. Assist RMs in the preparation of ad hoc investment proposals, asset allocation decisions, risk analysis, and overall portfolio monitoring.
** Functions (duties and responsibilities):
*** Monitor client portfolios, including : deviations from model portfolios, alignment with Strategic and Tactical Asset Allocation, risk limit breaches, performance analysis (individual and by risk profile), and compliance with all relevant regulations.
* Develop ad hoc investment ideas and “market alerts”, identify target clients and/or positions, and stablish commercial campaigns.
* Maintain direct contact with clients to assess portfolio evolution, market positioning, and investment opportunities.
* Accompany RMs on client visits when required, including key clients and prospects.
* Maintain continuous interaction with BBVA Markets and BBVA Global Wealth teams to ensure alignment with the bank’s market views (both long-term and short-term).
* Prepare tailored investment proposals for clients and prospects based on their risk profile and prevailing market conditions.
* Produce regular summaries of macroeconomic developments and key market trends.
* Use Bloomberg / LSEG platforms to source investment ideas, analyze securities, and respond to client needs (e.g. bond screening, pricing, research).
* Provide team coverage when required (backup responsibilities).
* Ensure alignment with the Bank’s digitalization strategy.
* Analyze advisory portfolios in terms of performance, asset allocation, and concentration risk.
* Implement BBVA advisory strategies in line with applicable local and cross-border regulations.###
*
* Your Profile:

*** Master’s degree in Finance, Banking, Economics or equivalent. EFPA, CFA, CAIA or similar certifications are a plus.
* Strong communication skills, with the ability to present investment ideas clearly to clients and prospects.
* Solid knowledge of…