0877 Deutsche Bank (Suisse) SA
Senior MIT Advisor(m/w/x)
Full-timeOn-siteSenior
Zürich
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080877 Deutsche Bank (Suisse) SA
Senior MIT Advisor with Alternatives Focus(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Acting as knowledge center for alternative investments in client portfolios, presenting across all asset classes. 10+ years of relevant investment experience and proven client advisory track record required. Support for life crises and physical health.
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
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
Work Experience
- 10 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
Tools & Technologies
- Bloomberg
- Microsoft Office
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
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of 0877 Deutsche Bank (Suisse) SA 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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080877 Deutsche Bank (Suisse) SA
Senior MIT Advisor with Alternatives Focus(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Acting as knowledge center for alternative investments in client portfolios, presenting across all asset classes. 10+ years of relevant investment experience and proven client advisory track record required. Support for life crises and physical health.
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
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
Work Experience
- 10 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
Tools & Technologies
- Bloomberg
- Microsoft Office
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
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of 0877 Deutsche Bank (Suisse) SA 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.
About the Company
0877 Deutsche Bank (Suisse) SA
Industry
FinancialServices
Description
The company has been a Global Hausbank for clients for over 150 years, providing financial services across various banking divisions.
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