Senior Investment Consultant for Premium Clients within Swiss Universal Bank
Credit Suisse
Genève, Western CH, Switzerland , Switzerland
vor 3 Tg.

We Offer

  • A challenging role within the Swiss Ultra-High Net Worth Individuals (UHNWI) segment of the Swiss Universal Bank, located in Geneva
  • The excellent opportunity to advise on and develop your own investment consulting book of UHNWI clients from a multi-asset class and investment solution perspective
  • Provide the CIO-view and implement tactical investment advice in a structured and proactive manner
  • The responsibility to actively develop, document and promote new opportunistic and research-backed customized investment ideas, handle complex transactions, monitor core holdings and maturities for clients with a fiduciary mindset
  • You build and maintain a close relationship with clients and conduct client visits
  • Contribute to the growth targets by developing long-term client relationships
  • Closely collaborate with Relationship Managers and internal specialists for business development including client acquisition
  • Comply with all regulations, policies and standards, contribute to an effective risk culture
  • An excellent platform for your personal and professional development within a dynamic team
  • You have a university degree in Finance, Business Administration, Economics or in a related field
  • You have a consistent record of 5 years or more of successful sales or similar experiences with a focus on financial markets
  • Relevant experience as a specialist in either Structuring, Alternatives or FX sales / trading is a requirement
  • Experience in dealing with complex investment solutions for wealthy institutional-type clients, family offices and corporate owners
  • A CFA / AZEK or similar would be a clear advantage
  • 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 communication skills in French and English, other languages would be an asset
  • You bring strong analytical and conceptual 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 confident and dedicated person with diplomatic skills and sales talent and enjoy building positive relationships with your partners
  • Team-player, highly motivated, upbeat, proactive and can-do personality with eagerness to learn and develop
  • LI-CSJOB*Mr P. Imfeld would be happy to receive your application. Please apply via our career-portal.
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