Investment Consultant 80 – 100% #205490

☞ Credit Suisse

View: 106

Update day: 25-04-2024

Location: Zürich Zürich ZH

Category: Sales

Industry: Banking

Job type: Full-time

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Job content

Your field of responsibility

This is a challenging role within the Swiss Premium Clients - Ultra-high Net Worth Individuals (UHNWI) segment of the Wealth Management division, located in Zurich. You will have the unique opportunity to dedicatedly advise and support your own investment consulting client book of Swiss UHNWI clients in regards to multi-asset class advisory. You will provide the CIO-view and implement strategical and tactical investment advice in a structured and proactive manner. Your responsibility is to develop client relationships, document and promote new opportunistic and research-backed investment ideas, handle complex transactions, monitor core holdings and maturities for clients. You will build and maintain a close relationship with clients and conduct client visits. You will contribute to the growth targets by developing long-term client relationships and work closely collaborate with Relationship Managers and internal specialists. It is key to comply with all regulations, policies and standards, and contribute to an effective risk culture.

Your future colleagues

You will be part of a forward-thinking team whose team spirit and specific expertise guarantee an exciting work atmosphere and growth opportunities, located on the Credit Suisse Trading Floor in Zurich. You will be part of a highly motivated team with a diverse background and in-depth investment expertise, working in a fast-paced environment. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.

Your skills and experience
  • You have a university degree in Finance, Business Administration, Economics or in a related field
  • A CFA/AZEK or similar would be a clear advantage
  • You have proven track record of 5 years or more years of successful sales or similar experience with a focus on financial markets
  • Relevant experience as a specialist in either structuring or sales/trading is a must
  • Experience in dealing with complex investment solutions for wealthy institutional-type clients, family offices and corporate owners
  • Knowledge of banking products and services, particularly in the area of Wealth Management, but also in Investment Banking and Asset Management
  • Excellent verbal and written communications skills in English and Swiss-German, French would be an asset
  • You bring strong analytical skills and have deep understanding of financial markets and investment products
  • You possess sound theoretical and practical knowledge of all traditional and alternative asset classes
  • You are a self-confident and dedicated person with diplomatic skills and sales talent to build positive relationship with the partner
  • Highly motivated, energetic and can-do personality with eagerness to learn and develop
  • Dedication to fostering an inclusive culture and value diverse perspectives
Ms. K. Steiger would be delighted to receive your application.

Please apply via our career portal.

Switzerland-Switzerland - Region Zurich-Zürich

205490

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Deadline: 09-06-2024

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