Senior Investment Consultant UHNWI Middle East

☞ Credit Suisse

View: 127

Update day: 20-03-2024

Location: Zürich Zürich ZH

Category: Legal / Contracts

Industry: Finance

Job type: Temps plein, Temps de travail : 90-100%

Loading ...

Job content

Your field of responsibility


Join us in a front role as an Investment Consultant that partners with the Relationship Managers and Team Leaders to introduce and develop new client business and to generate increased revenues. Regular monitoring of client portfolios to comply with chosen risk profile/–budget and investment strategy and keeping an eye on financial market development will be part of your task portfolio.
By regularly reviewing clients’ portfolios, you ensure that the portfolio allocation aligns with the clients’ risk profile. You deliver top service to our sophisticated UHNWI clients and you work in a business model which strengthens collaboration between internal divisions, teams and specialists to deliver cross selling opportunities.

Your future colleagues

Join a highly motivated team serving sophisticated UHNWI clients. This is an excellent platform for personal and professional development within a highly committed team in an international and fast-paced environment. We stand for an entrepreneurial and innovative approach in the identification of business opportunities, paired with a result driven work attitude and high level of flexibility and ownership. 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’ll be a good match, if you have:
  • Proven track record of minimum 5 years of relevant experience as an Investment Consultant, Portfolio/Asset Manager in Sales & Advisory or in trading activities
  • Sound knowledge in all traditional and alternative asset classes
  • Extensive fundamental & technical analysis skills and experience in applying modern financial- & portfolio theory
  • Ability to identify and meet clients’ investment needs and to provide quality advice, updates on financial markets developments and on clients’ portfolios
  • Drive and motivation to work in a target oriented and high-performance culture and to maintain the highest standards with respect to our risk and control culture, bank’s policies and obligations
  • High standard of work, accurate record keeping and attention to detail as well as ability to organize and prioritize own workload
  • MBA or degree from a university or an institute of higher education plus professional qualifications e.g. CFA, CFPI, CIIA, CAIA, etc.
  • Drive and motivation to work in a target oriented and high performance culture and to maintain the highest standards with respect to our risk and control culture, bank’s policies and obligations
  • Proficiency in English, as well as in the native language spoken by the clients to be covered for the relevant market
Please apply via our career portal.

Your new employer

Find a new home for your skills, ideas, and ambitions. Credit Suisse offers you the ideal environment to progress your career, attractive benefits and excellent training.

We are a leading wealth manager with strong global investment banking capabilities founded in 1856. Headquartered in Zurich, Switzerland, and with more than 45,000 employees from over 150 nations, we are always looking for motivated individuals to help us shape the future for our clients.

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success. We are committed to building a culture of inclusion with a deep sense of belonging for all of us. We will consider flexible working opportunities where possible. Our bank provides reasonable accommodations to qualified individuals with disabilities, as well as those with other needs or beliefs as may be protected under applicable local law. If you require assistance during the recruitment process, please let your recruiter know.

Loading ...
Loading ...

Deadline: 04-05-2024

Click to apply for free candidate

Apply

Report job
Loading ...
Loading ...

SIMILAR JOBS

Loading ...
Loading ...