0877 Deutsche Bank (Suisse) SA
Senior MIT Advisor(m/w/x)
Vollzeit
Senior
Keine Angabe
Zürich
08
0877 Deutsche Bank (Suisse) SA28 Tage
Senior MIT Advisor with Alternatives Focus(m/w/x)
Vollzeit
Senior
Keine Angabe
Zürich
Nejo KI-Zusammenfassung
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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Anforderungen
- •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
Keine Angabe
Berufserfahrung
10 Jahre
Deine Aufgaben
- •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 & Technologien
BloombergMicrosoft Office
Sprachen
Englisch – verhandlungssicher
Deine Vorteile
Mentale Gesundheitsförderung
- •Support during life crises
Gesundheits- & Fitnessangebote
- •Support for physical health
Lockere Unternehmenskultur
- •Collaboration and inclusion
Sonstige Vorteile
- •Support for financial goals
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens 0877 Deutsche Bank (Suisse) SA erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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