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0877 Deutsche Bank (Suisse) SA
last mo.

Senior MIT Advisor with Alternatives Focus(m/w/x)

Zürich
Full-timeOn-siteSenior

Description

In this role, you will engage with sophisticated UHNW clients and Family Offices, providing tailored investment advice and managing their portfolios. Your day-to-day activities will involve presenting investment solutions, analyzing market trends, and collaborating with various internal teams to ensure compliance and client satisfaction.

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Requirements

  • •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

Work Experience

10 years

Tasks

  • •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

Tools & Technologies

BloombergMicrosoft Office

Languages

English – Business Fluent

Benefits

Mental Health Support

  • •Support during life crises

Healthcare & Fitness

  • •Support for physical health

Informal Culture

  • •Collaboration and inclusion

Other Benefits

  • •Support for financial goals
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