0877 Deutsche Bank (Suisse) SA
Senior MIT Advisor with Alternatives Focus(m/w/x)
Full-timeOn-siteSenior
Zürich
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080877 Deutsche Bank (Suisse) SA
Senior MIT Advisor(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Analyzing and selecting investment solutions for clients, presenting CIO forecasts across all asset classes at a global Hausbank with 150+ years of client service. 10+ years of relevant investment experience and detailed understanding of structured products required. Support for physical health and financial goals.
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 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
Tasks
- 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
Work Experience
- 10 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Business Fluent
- 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(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Analyzing and selecting investment solutions for clients, presenting CIO forecasts across all asset classes at a global Hausbank with 150+ years of client service. 10+ years of relevant investment experience and detailed understanding of structured products required. Support for physical health and financial goals.
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 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
Tasks
- 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
Work Experience
- 10 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Business Fluent
- 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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