0877 Deutsche Bank (Suisse) SA
Senior MIT Advisor(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
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080877 Deutsche Bank (Suisse) SA
Senior MIT Advisor with Alternatives Focus(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Acting as knowledge center for alternative investments in client portfolios, presenting across all asset classes. 10+ years of relevant investment experience and proven client advisory track record required. Support for life crises and physical health.
Anforderungen
- Proven track record of managing and advising clients on investment portfolios
- 10 or more years of relevant investment experience
- Fluency in delivering an economic outlook
- Good knowledge of Bloomberg and Microsoft Office programs
- Strong teamwork and ability to work under pressure
- Expertise in alternatives supporting investment managers and RMs in pitches related to private equity and/or hedge funds
- Efficiency and precision under pressure using initiative and market experience
- Positive, outgoing, and open-minded personality
- Clear understanding of legal and regulatory concepts, including cross-border frameworks
- Strong communication skills in English; other languages beneficial
- Ability to introduce existing client relationships considered a plus
Aufgaben
- Present the investment platform across all asset classes
- Provide clients with a comprehensive overview of CIO forecasts
- Act as the knowledge center for Alternatives in client portfolios
- Prepare pitch documents and client presentation materials
- Conduct market analyses to support investment decisions
- Analyze and select suitable investment solutions for clients
- Provide investment advice and manage after-sales experience
- Execute client orders in investments and capital markets promptly
- Offer portfolio analyses and strategic asset allocation advice
- Respond to product-related questions and issues
- Achieve individual revenue and share of wallet targets
- Support prospecting efforts of Relationship Managers
- Collaborate with internal partners in Legal, Compliance, and Risk
- Ensure compliance with Bank and regulatory policies
Berufserfahrung
- 10 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
Tools & Technologien
- Bloomberg
- Microsoft Office
Benefits
Mentale Gesundheitsförderung
- Support during life crises
Gesundheits- & Fitnessangebote
- Support for physical health
Lockere Unternehmenskultur
- Collaboration and inclusion
Sonstige Vorteile
- Support for financial goals
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens 0877 Deutsche Bank (Suisse) SA erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- Vontobel Swiss Financial Advisers AG
Senior Investment Advisor(m/w/x)
Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Portfolio Manager – Outsourced CIO Team(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Deutsche Bank (Suisse) SA
Investment Manager for the LatAm team(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Senior Relationship Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich
080877 Deutsche Bank (Suisse) SA
Senior MIT Advisor with Alternatives Focus(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Acting as knowledge center for alternative investments in client portfolios, presenting across all asset classes. 10+ years of relevant investment experience and proven client advisory track record required. Support for life crises and physical health.
Anforderungen
- Proven track record of managing and advising clients on investment portfolios
- 10 or more years of relevant investment experience
- Fluency in delivering an economic outlook
- Good knowledge of Bloomberg and Microsoft Office programs
- Strong teamwork and ability to work under pressure
- Expertise in alternatives supporting investment managers and RMs in pitches related to private equity and/or hedge funds
- Efficiency and precision under pressure using initiative and market experience
- Positive, outgoing, and open-minded personality
- Clear understanding of legal and regulatory concepts, including cross-border frameworks
- Strong communication skills in English; other languages beneficial
- Ability to introduce existing client relationships considered a plus
Aufgaben
- Present the investment platform across all asset classes
- Provide clients with a comprehensive overview of CIO forecasts
- Act as the knowledge center for Alternatives in client portfolios
- Prepare pitch documents and client presentation materials
- Conduct market analyses to support investment decisions
- Analyze and select suitable investment solutions for clients
- Provide investment advice and manage after-sales experience
- Execute client orders in investments and capital markets promptly
- Offer portfolio analyses and strategic asset allocation advice
- Respond to product-related questions and issues
- Achieve individual revenue and share of wallet targets
- Support prospecting efforts of Relationship Managers
- Collaborate with internal partners in Legal, Compliance, and Risk
- Ensure compliance with Bank and regulatory policies
Berufserfahrung
- 10 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
Tools & Technologien
- Bloomberg
- Microsoft Office
Benefits
Mentale Gesundheitsförderung
- Support during life crises
Gesundheits- & Fitnessangebote
- Support for physical health
Lockere Unternehmenskultur
- Collaboration and inclusion
Sonstige Vorteile
- Support for financial goals
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens 0877 Deutsche Bank (Suisse) SA erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
0877 Deutsche Bank (Suisse) SA
Branche
FinancialServices
Beschreibung
The company has been a Global Hausbank for clients for over 150 years, providing financial services across various banking divisions.
Noch nicht perfekt?
- 0877 Deutsche Bank (Suisse) SA
Senior MIT Advisor(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Vontobel Swiss Financial Advisers AG
Senior Investment Advisor(m/w/x)
Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Portfolio Manager – Outsourced CIO Team(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Deutsche Bank (Suisse) SA
Investment Manager for the LatAm team(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Senior Relationship Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich