Senior Investment Consultant for Premium Clients within Swiss Universal Bank (80-100%)
Credit Suisse
Zürich, Region Zurich, Switzerland , Schweiz
vor 8 Tg.

We Offer

  • A challenging role within the Swiss Ultra-high Net Worth Individuals (UHNWI) segment of the Swiss Universal Bank, located in Zurich
  • The unique opportunity to dedicatedly advice and support your own investment consulting client book of UHNWI clients in regards to multi asset advisory
  • Provide the CIO-view and implement tactical investment advice in a structured and proactive manner
  • The responsibility to develop, document and promote new opportunistic and research backed investment ideas, handle complex transactions, monitor core holdings and maturities for clients
  • 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
  • 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 Offer

  • You have a university degree in Finance, Business Administration, Economics or in a related field (Master or PhD)
  • You have proven track record of 5 years or more years of successful sales or similar experience with a focus on financial markets
  • Experience in dealing with complex investment solutions for wealthy institutional-type clients, family offices and corporate owners
  • Relevant experience as a specialist in either structurizer or fx sales / trading is a must
  • 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 communications skills in English and German, French would be an asset
  • You bring strong analytical and conceptional 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 self-confident and dedicated person with diplomatic skills and sales talent to build positive relationship with the partner
  • Highly motivated, energetic and can-do personality with eagerness to learn and develop
  • LI-CSJOB* *jobsch*
  • Ms. M. Moos would be delighted to receive your application.

    Please apply via our Career Portal.

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