Client Investment Specialist \#232238
Suisse-Switzerland - Region Zurich-Zürich |
Temps plein | Wealth Management |
# ID du poste #
232238 Distribution / Sales English
## We Offer ##
Do you have a proven track record advising clients in a portfolio context? Do you have expertise across a range of asset classes and markets? We're looking for someone like that to:
Act as client facing investment specialist promoting and retaining the entire range of investment capabilities with particular focus to our discretionary mandate shelf. Collaborate closely with the Chief Investment Office (CIO) and other investment- and wealth planning specialists to deliver holistic concepts and a truly outstanding client experience. Gather client advisor and client insights to drive innovation and deliver on our client promise of being personalized, relevant, on-time and seamless.
**Your future colleagues**
You-ll be working in the A&S EMEA Client Investment Specialists team advising international Wealth Management clients booked in Switzerland in the upper High-Net and Ultra segments. Your base will be in Zurich or potentially Geneva. We are a dynamic, open-minded team that strives to provide best in class solutions for our clients. We work closely with client advisors, taking responsibility for sales and after-sales of discretionary mandates, while always keeping a close eye on share of wallet opportunities for other product categories. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm-s D&I ambition which is an integral part of our global cultural values.
Remote Working? Yes
## You Offer ##
* 8+ years of client facing experience in sales, asset-/portfolio management or portfolio construction
* Analytical skills applied to multi-asset portfolios required as much as the ability to translate complex financial information into client friendly language
* Advanced degree in area of finance (AZEK; CAIA; CFA etc.) a definite plus
* Understands the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work
Vanessa Eichenberger would be delighted to receive your application.
Please apply via our career portal.