Beschreibung

As a Senior MIT Advisor, you will engage with sophisticated UHNW clients, providing tailored investment advice and solutions. Your role involves presenting the investment platform, preparing client materials, and collaborating with internal teams to ensure compliance and achieve revenue targets.

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

Tools & Technologien

Benefits