RM/TL/IC for PB APAC
Credit Suisse
Zürich, Region Zurich, Switzerland , Schweiz
vor 8 Tg.

We Offer

As a company with a long banking tradition and a leading player in many key markets we are aiming to expand our footprint with professionals who bring new perspectives.

Thus, Credit Suisse Private Banking APAC is looking for a highly qualified candidates for the HNWI / UHNWI segment with a strong network and knowledge of the covered market and fulfilling any of the below mentioned profiles :

  • Relationship Manager / RM Team Leader
  • Wealth Planner
  • Investment Consultant
  • Working as a one of our key team players we offer :

  • A challenging front - office role as senior partner in managing client relationships, providing comprehensive advice and a broad range of investment products and services tailored to the complex needs of high-
  • net-worth individuals whilst working toward specific individual, team and market asset and revenue targets

  • Market leading products, tailored solutions and services supported by a holistic advisory approach for high and ultra-high net worth clients
  • Best-in-class specialist knowledge and product expertise in developing solutions for clients in the creation, management and transfer of their wealth
  • Reputation as an agile and entrepreneurial world class Swiss Private Bank and the opportunity to serve as a brand ambassador
  • Integrated OneBank business model which fosters collaboration between internal divisions, teams and specialists to deliver cross selling opportunities, especially between Investment Banking and Private Banking
  • Continuous professional career development in a world leading bank
  • You Offer

  • Outstanding industry personal and professional network within HNW / UHNW for the relevant market to support our growth strategy and to push the development agenda for revenue, NNA and SGC (Single Global Currency)
  • Proven track record of relevant experience in a client acquisition and management of wealth for clients
  • Depending on the seniority of the role to be filled, the years of experience required in one of the roles for APAC markets will vary starting from 3-
  • 5 years for a junior role reaching up to 7 years or more for a senior position

  • Strong financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions to clients including the digital banking solutions
  • First class presentation and communication skills; able to listen, guide and influence internal and external stakeholders
  • Drive and motivation to work in a target driven and high performance culture
  • Entrepreneurial and innovative approach in the identification of business opportunities
  • Highest professional work ethic and standards, decisiveness, innovative thinking and ability to cope under pressure
  • High level of professional and personal integrity and compliance standards ensuring all work activities are performed in line with internal and external guidelines and regulatory policies
  • For the team leader role : ability to hire and build a high performing team; to manage the team dynamics, to mentor, coach and motivate Relationship Managers, thereby supporting their professional development;
  • capability to lead and inspire people

  • MBA or degree from a university or a institute of higher education
  • Fluency in English as well as in the native language spoken by the clients to be covered for the relevant market
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