Investment Consultant IWM for Private Banking Greece – Zurich
Credit Suisse
Zürich, Region Zurich, Switzerland , Suisse
vor 10 Tg.

We Offer

  • In this client facing role, you will support the development of HNWI and UHNWI client relationships in collaboration with relationship managers within Private Banking Southern Europe for the Greek market
  • You are responsible for the direct provision of investment advice and execution services to the most sophisticated private clients, based on Credit Suisse’s house view including regular participation at client meetings
  • Identifying and communicating tactical / trading ideas, switch recommendations as well as cash management and yield enhancement solutions directly to clients
  • Continuously monitoring of suggested investment strategy as well as market- and counterparty risk management and dynamically change strategies if necessary
  • Support the relationship manager in the process of new client acquisitions, including efforts to increase net new assets (NNA), potentially with a business plan’s help
  • You develop tailor-made investment proposals for clients on a regular basis
  • You will be part of a dynamic, very international and highly motivated and committed team
  • You Offer

  • You possess a University degree or banking education with several years of successful professional experience and client contact (e.
  • g. as Relationship Manager, Portfolio / Investment Manager)

  • If you did some further education in finance this is a plus (AZEK / CIIA or CFA)
  • You bring a sound knowledge in all traditional and alternative asset classes as well as structured products with focus on cash management solutions
  • Extensive fundamental & technical analysis skills and experience in applying modern financial- & portfolio theory
  • You describe yourself as a strong communicator with excellent presentation skills
  • Reliable in performing administrative tasks both for yourself for the team you work with
  • You are a dedicated problem solver with a positive personality and can-do attitude guiding clients through all types of market environments
  • Negotiating skills, high client orientation and a flair for sales will improve your profile
  • You are fluent in English, Greek language skills are a distinctive advantage
  • LI-CSJOB* *jobsch*
  • Ms. E. Seibold would be happy to review your application.

    Please apply via our career portal.

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