Head IAF UHNWI Coverage
Credit Suisse
Zürich, Region Zurich, Switzerland , Schweiz
vor 3 Tg.

We Offer

  • Providing highest quality advise on sustainable and impact investment to UHNWI clients for SUB, IWM and APAC
  • Engage with clients on active dialogue on SII / II investment opportunities and channel demand into IAF organisation
  • Lead small team of senior and junior SI / II client advisors
  • Drive development of SI / II relevant portfolio analytics
  • Determine the most appropriate financial structures for given situations optimizing deal teams across different business areas
  • Educate various groups within the firm on the objectives of IAF and explore collaborative initiatives
  • Be the IAF UHNWI point person globally and have the opportunity to speak at Private banking conferences regarding CS Impact Advisory Services
  • Help driving NNA and sustainable revenues
  • Cooperate with the global IAF teams across disciplines and support in the provision of impact financing and advisory services to clients
  • Educate clients, employees and other relevant stakeholders on sustainable investing and finance initiatives in order to generate future opportunities
  • You Offer

  • Strong affinity or previous experience in the sustainable investment arena preferable , but not required
  • Deep understanding of client demands and UHNWI specific client investment behavior
  • Ability to represent CS at very senior level and able to present in a measured, clear, articulate way
  • Excellent interpersonal skills, abilities to build and retain relationships internally and externally
  • Capability to manoeuvre across UHNWI client spectrum and to reduce complex analysis in clear action
  • Excellent portfolio know how inclusive capability to apply to specific client circumstances
  • Deep understanding of investment instruments including bespoke solutions
  • Able to produce technically excellent written materials impact due diligence documentation, impact baseline assessments, prospectuses, credit committees
  • Excellent organizational and project management skills
  • High degree of flexibility and willingness to travel
  • Fluent in German and English; French, Italian, Spanish of advantage
  • Ms. V. Eichenberger would be delighted to receive your application.

    Please apply via our Career Portal

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