Deutsche Bank
VP, Wealth Management Specialist(m/w/x)
Full-timeOn-siteManagement
Zürich
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JUJulius Baer
UHNW Specialist in UHNW Competence Centre(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Developing holistic investment proposals and presenting integrated solutions for UHNW clients at a wealth management firm. Several years of comparable professional experience, with liquid assets, private markets, and lending experience essential. Specialized focus on UHNW client solutions within a competence centre.
Requirements
- University degree in economics, banking, finance, law, or equivalent
- Broad technical knowledge of banking services and solutions
- Experience with liquid assets, private markets, and lending
- Knowledge of wealth planning, trading, and technology solutions
- Several years of professional experience in comparable role
- Experience in client facing roles is ideal
- Solid MS Office skills and data analysis
- Independence, reliability, and strong communication skills
- Enjoyment of working in a team
- Outgoing personality with service and sales orientation
- Friendly, polished, and professional demeanour
- Strong analytical thinking and solution-oriented mindset
- Ability to work under pressure and assertiveness
Tasks
- Develop holistic investment proposals
- Create client presentations with product specialists
- Perform data-driven needs analyses
- Identify client engagement opportunities
- Present integrated solutions in client meetings
- Develop services and product offerings
- Handle various ad-hoc tasks as needed
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
Tools & Technologies
- FIX trading
- MS Office
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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JUJulius Baer
UHNW Specialist in UHNW Competence Centre(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Developing holistic investment proposals and presenting integrated solutions for UHNW clients at a wealth management firm. Several years of comparable professional experience, with liquid assets, private markets, and lending experience essential. Specialized focus on UHNW client solutions within a competence centre.
Requirements
- University degree in economics, banking, finance, law, or equivalent
- Broad technical knowledge of banking services and solutions
- Experience with liquid assets, private markets, and lending
- Knowledge of wealth planning, trading, and technology solutions
- Several years of professional experience in comparable role
- Experience in client facing roles is ideal
- Solid MS Office skills and data analysis
- Independence, reliability, and strong communication skills
- Enjoyment of working in a team
- Outgoing personality with service and sales orientation
- Friendly, polished, and professional demeanour
- Strong analytical thinking and solution-oriented mindset
- Ability to work under pressure and assertiveness
Tasks
- Develop holistic investment proposals
- Create client presentations with product specialists
- Perform data-driven needs analyses
- Identify client engagement opportunities
- Present integrated solutions in client meetings
- Develop services and product offerings
- Handle various ad-hoc tasks as needed
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
Tools & Technologies
- FIX trading
- MS Office
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
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