0877 Deutsche Bank (Suisse) SA
Senior MIT Advisor with Alternatives Focus(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
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080877 Deutsche Bank (Suisse) SA
Senior MIT Advisor(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Analyzing and selecting investment solutions for clients, presenting CIO forecasts across all asset classes at a global Hausbank with 150+ years of client service. 10+ years of relevant investment experience and detailed understanding of structured products required. Support for physical health and financial goals.
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 programmes
- Detailed understanding of structured products and advising on strategies
- Strong teamwork and ability to work under pressure
- Efficiency and precision under pressure using initiative
- Positive, outgoing, and open-minded personality
- Clear understanding of legal and regulatory concepts
- Strong communication skills in English and German
- Ability to introduce existing client relationships
Aufgaben
- Present the investment platform across all asset classes
- Provide clients with an overview of CIO forecasts and opinions
- Prepare pitch documents and client presentation materials
- Conduct market analyses
- Analyze and select suitable investment solutions for clients
- Offer investment advice and manage after-sales experience
- Execute client orders in capital markets promptly and compliantly
- Provide portfolio analyses and strategic asset allocation advice
- Address product-related questions and issues
- Serve as the point of contact for clients needing Family Office services
- Achieve individual revenue and share of wallet targets
- Support Relationship Managers in prospecting efforts
- Collaborate with internal partners in Legal, Compliance, Risk, and Asset Management
- Ensure compliance with Bank and regulatory policies regarding risks
Berufserfahrung
- 10 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- 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?
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Vollzeitnur vor OrtBerufserfahrenZürich - BVZH Bank Vontobel AG
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Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Portfolio Manager – Outsourced CIO Team(m/w/x)
Vollzeitnur vor OrtSeniorZürich
080877 Deutsche Bank (Suisse) SA
Senior MIT Advisor(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Analyzing and selecting investment solutions for clients, presenting CIO forecasts across all asset classes at a global Hausbank with 150+ years of client service. 10+ years of relevant investment experience and detailed understanding of structured products required. Support for physical health and financial goals.
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 programmes
- Detailed understanding of structured products and advising on strategies
- Strong teamwork and ability to work under pressure
- Efficiency and precision under pressure using initiative
- Positive, outgoing, and open-minded personality
- Clear understanding of legal and regulatory concepts
- Strong communication skills in English and German
- Ability to introduce existing client relationships
Aufgaben
- Present the investment platform across all asset classes
- Provide clients with an overview of CIO forecasts and opinions
- Prepare pitch documents and client presentation materials
- Conduct market analyses
- Analyze and select suitable investment solutions for clients
- Offer investment advice and manage after-sales experience
- Execute client orders in capital markets promptly and compliantly
- Provide portfolio analyses and strategic asset allocation advice
- Address product-related questions and issues
- Serve as the point of contact for clients needing Family Office services
- Achieve individual revenue and share of wallet targets
- Support Relationship Managers in prospecting efforts
- Collaborate with internal partners in Legal, Compliance, Risk, and Asset Management
- Ensure compliance with Bank and regulatory policies regarding risks
Berufserfahrung
- 10 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- 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 with Alternatives Focus(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Vontobel Swiss Financial Advisers AG
Senior Investment Advisor(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Julius Baer
UHNW Specialist in UHNW Competence Centre(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - BVZH Bank Vontobel AG
Senior Relationship Manager(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