Junior Portfolio Advisor

We are looking for a Junior Portfolio Advisor who wants to further develop their investment expertise in Wealth Management. As part of the Investment Advisory & Solutions, Portfolio Solutions & Sales Management team, you will be responsible for covering current investment topics for professional clients (external asset managers and financial institutions) and supporting sales campaign topics. You will also work with experts across the bank to holistically bring the organization’s investment expertise to clients and prepare presentation materials for clients. With your affinity for data analytics, you will help us take sales management to the next level.

Your future colleagues

The Investment Advisory & Solutions unit serves institutional clients across all asset classes. You will work as part of a team of senior investment professionals on the Credit Suisse trading floor. As part of our team, you will be an important part of a client-facing unit and have the opportunity to gain extensive experience in the financial markets that you can use on a daily basis. 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.

• At least 2 years of banking experience, ideally with experience in investment campaigns
• Strong academic record - at least a Bachelor’s degree, preferably in finance, business or economics
• Willingness to progress into a senior client service position
• The ideal candidate is eager to further develop their skills through advanced training (CFA, CAIA, etc.)
• Open personality, good team player who can work independently, is service oriented and open to work with clients
• Strong communication skills (written and verbal), as well as fluency in German and English, French or Italian would be a plus
• Understands the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work

*LI-CSJOB*
K. Steiger would be delighted to receive your application.
Please apply via our career portal.