0877 Deutsche Bank (Suisse) SA
Relationship Manager, Director(m/w/x)
Vollzeitmit HomeofficeSenior
Genf
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CICiti
Investment Counselor(m/w/x)
Genf
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
At private bank for ultra-high net worth clients, advising on portfolios and asset allocation with Private Bankers. Bloomberg, Word, Excel, PowerPoint competence needed. Exposure to global business areas.
Anforderungen
- Advanced judgment and in-depth analysis for problem-solving and innovation
- Effective communication with co-workers and clients
- Teamwork skills and ability to work individually under stress
- High professionalism and strong personal integrity
- High competence in Bloomberg, Word, Excel, PowerPoint
- Strong creative, interpersonal, entrepreneurial, and selling skills
- Broad execution skills
- Minimum five years financial industry experience (trading or advisory preferred)
- Investment, banking, portfolio management or trading experience
- Excellent relationship building skills (clients, hierarchical levels, functions)
- Ability to cope with ambiguity and change
- Ability to challenge status quo and optimize processes
- Postgraduate Degree or equivalent preferred
- CFA or equivalent registration preferred
- Completion of relevant regulatory qualifications
- Fluent English; Arabic preferred
Aufgaben
- Collaborate with Private Bankers and product partners
- Provide investment services to ultra-high net worth clients
- Provide investment services to family offices
- Advise clients on portfolios
- Advise clients on asset allocation
- Advise clients on capital markets solutions
- Advise clients on money markets
- Advise clients on alternative investments (Private Equity, Hedge Funds)
- Leverage the global investment product platform
- Partner with trading, product, risk, compliance teams
- Deliver excellent advice and solutions to clients
- Establish investment relationships with ultra-high net worth clients
- Grow investment relationships with ultra-high net worth clients
- Manage investment relationships with ultra-high net worth clients
- Implement investment solutions
- Oversee investment solutions
- Provide advice on markets
- Provide guidance on actionable investment ideas
- Cultivate trusting relationships with existing clients
- Cultivate new client relationships
- Engage with diverse internal partners
- Integrate traditional and alternative investment knowledge
- Integrate wealth planning and private banking services
- Drive client service and cross-marketing opportunities
- Work across currencies, asset classes, markets, jurisdictions
- Engage clients on brokerage activity
- Advise clients on brokerage activity
- Execute trades seamlessly
- Assess risk in business decisions
- Safeguard Citigroup's reputation
- Safeguard clients and assets
- Drive compliance with laws and regulations
- Adhere to firm policy
- Apply sound ethical judgment
- Escalate control issues
- Manage control issues
- Report control issues transparently
Berufserfahrung
- 5 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Arabisch – Grundkenntnisse
Tools & Technologien
- Bloomberg
- Microsoft Word
- Excel
- PowerPoint
Benefits
Abwechslungsreiche Aufgaben
- Exposure to global business areas
Weiterbildungsangebote
- Professional development
Karriere- und Weiterentwicklung
- Career advancement
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Citi 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?
- 0877 Deutsche Bank (Suisse) SA
Relationship Manager, VP(m/w/x)
Vollzeitmit HomeofficeSeniorGenf - Deutsche Bank (Suisse) SA
Relationship Manager, Middle East(m/w/x)
Vollzeitmit HomeofficeSeniorGenf - Citibank (Switzerland) AG
Associate Banker(m/w/x)
Vollzeitmit HomeofficeBerufserfahrenGenf - Deutsche Bank (Suisse) SA
Director, Relationship Manager(m/w/x)
Vollzeitmit HomeofficeSeniorGenf
CICiti
Investment Counselor(m/w/x)
Genf
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
At private bank for ultra-high net worth clients, advising on portfolios and asset allocation with Private Bankers. Bloomberg, Word, Excel, PowerPoint competence needed. Exposure to global business areas.
Anforderungen
- Advanced judgment and in-depth analysis for problem-solving and innovation
- Effective communication with co-workers and clients
- Teamwork skills and ability to work individually under stress
- High professionalism and strong personal integrity
- High competence in Bloomberg, Word, Excel, PowerPoint
- Strong creative, interpersonal, entrepreneurial, and selling skills
- Broad execution skills
- Minimum five years financial industry experience (trading or advisory preferred)
- Investment, banking, portfolio management or trading experience
- Excellent relationship building skills (clients, hierarchical levels, functions)
- Ability to cope with ambiguity and change
- Ability to challenge status quo and optimize processes
- Postgraduate Degree or equivalent preferred
- CFA or equivalent registration preferred
- Completion of relevant regulatory qualifications
- Fluent English; Arabic preferred
Aufgaben
- Collaborate with Private Bankers and product partners
- Provide investment services to ultra-high net worth clients
- Provide investment services to family offices
- Advise clients on portfolios
- Advise clients on asset allocation
- Advise clients on capital markets solutions
- Advise clients on money markets
- Advise clients on alternative investments (Private Equity, Hedge Funds)
- Leverage the global investment product platform
- Partner with trading, product, risk, compliance teams
- Deliver excellent advice and solutions to clients
- Establish investment relationships with ultra-high net worth clients
- Grow investment relationships with ultra-high net worth clients
- Manage investment relationships with ultra-high net worth clients
- Implement investment solutions
- Oversee investment solutions
- Provide advice on markets
- Provide guidance on actionable investment ideas
- Cultivate trusting relationships with existing clients
- Cultivate new client relationships
- Engage with diverse internal partners
- Integrate traditional and alternative investment knowledge
- Integrate wealth planning and private banking services
- Drive client service and cross-marketing opportunities
- Work across currencies, asset classes, markets, jurisdictions
- Engage clients on brokerage activity
- Advise clients on brokerage activity
- Execute trades seamlessly
- Assess risk in business decisions
- Safeguard Citigroup's reputation
- Safeguard clients and assets
- Drive compliance with laws and regulations
- Adhere to firm policy
- Apply sound ethical judgment
- Escalate control issues
- Manage control issues
- Report control issues transparently
Berufserfahrung
- 5 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Arabisch – Grundkenntnisse
Tools & Technologien
- Bloomberg
- Microsoft Word
- Excel
- PowerPoint
Benefits
Abwechslungsreiche Aufgaben
- Exposure to global business areas
Weiterbildungsangebote
- Professional development
Karriere- und Weiterentwicklung
- Career advancement
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Citi 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
Citi
Branche
FinancialServices
Beschreibung
Citi supports clients with financial services and solutions globally, emphasizing equal opportunity and accessibility.
Noch nicht perfekt?
- 0877 Deutsche Bank (Suisse) SA
Relationship Manager, Director(m/w/x)
Vollzeitmit HomeofficeSeniorGenf - 0877 Deutsche Bank (Suisse) SA
Relationship Manager, VP(m/w/x)
Vollzeitmit HomeofficeSeniorGenf - Deutsche Bank (Suisse) SA
Relationship Manager, Middle East(m/w/x)
Vollzeitmit HomeofficeSeniorGenf - Citibank (Switzerland) AG
Associate Banker(m/w/x)
Vollzeitmit HomeofficeBerufserfahrenGenf - Deutsche Bank (Suisse) SA
Director, Relationship Manager(m/w/x)
Vollzeitmit HomeofficeSeniorGenf