Deutsche Bank
VP, Wealth Management Specialist(m/w/x)
Full-timeOn-siteManagement
Zürich
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JU
Julius BaerUHNW Specialist in UHNW Competence Centre(m/w/x)
Zürich
Full-timeOn-siteExperienced
Description
You will drive the UHNW strategy by crafting holistic investment solutions and engaging directly with clients to present sophisticated, data-driven wealth management approaches.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
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
Education
Bachelor's degree
Work Experience
approx. 1 - 4 years
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
Tools & Technologies
FIX tradingMS Office
Languages
English – Business Fluent
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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JU
Julius BaerUHNW Specialist in UHNW Competence Centre(m/w/x)
Zürich
Full-timeOn-siteExperienced
New Job?Nejo!
The AI Job Search Engine
Description
You will drive the UHNW strategy by crafting holistic investment solutions and engaging directly with clients to present sophisticated, data-driven wealth management approaches.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
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
Education
Bachelor's degree
Work Experience
approx. 1 - 4 years
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
Tools & Technologies
FIX tradingMS Office
Languages
English – Business Fluent
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.
About the Company
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Not a perfect match?
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