Investment Consultant
Credit Suisse
Luxembourg, Luxembourg, Luxembourg
il y a 20j

We offer :

  • An opportunity to provide and expand expertise in the areas of investment and product service offerings and portfolio advisory.
  • To assess client needs and their potential based on the risk profile and aligning financial advice with the corresponding investment strategy

  • A challenging front-office role that partners with the Relationship Managers (RMs) to introduce and develop new client business and to generate increased revenues accordingly.
  • To educate and promote the IC value proposition to RMs and Team Leaders

  • A chance to execute and supervise clients’ transaction requests, thereby ensuring that the portfolio allocation aligns with the clients’ risk profile
  • Market leading products, tailored solutions and services supported by a holistic advisory approach for high and ultra-high net worth clients
  • Reputation as an agile and entrepreneurial world class Swiss Private Bank with the strongest platform in the industry and a chance to serve as a brand ambassador
  • Integrated OneBank business model which fosters collaboration between internal divisions, teams and specialists to deliver cross selling opportunities, especially between Investment Banking and Private Banking
  • Strong specialist knowledge and product expertise in developing solutions for clients in the creation, management and transfer of their wealth
  • Continuous professional career development in a world leading bank
  • You offer :

  • Proven track record of minimum 5 to 7 years years of experience as an investment consultant, portfolio / asset manager in sales & advisory or in trading activities
  • Professional skills; specific technical expertise across some / all asset classes and the respective instruments / products (equity, interest rate, FX markets, other derivatives as well as macro-
  • economics, finance theory, portfolio management and asset allocation)

  • Ability to identify clients’ investment needs and to provide quality advice, updates on financial markets developments and on clients’ portfolios
  • First class presentation and communication skills; able to listen, guide and influence internal and external stakeholders
  • Drive and motivation to work in a target driven and high performance culture
  • A team player with the highest professional work ethic and standards who is decisive, innovative and able to cope under pressure
  • Forward thinking mindset for the development and advancement of digital banking solutions; a technologically savvy personality able to introduce innovative tools and solutions to clients
  • Proven risk management ability, high level of professional and personal integrity and compliance standards ensuring all work activities are performed in line with internal and external guidelines and regulatory policies
  • Degree from a leading university. Professional qualifications e.g. CFA, CFPI, CIIA, CAIA, etc. is a plus.
  • Fluent in English and conversant in French, German or Dutch
  • Comprehensive understanding of client goals and risk tolerance
  • Collaborate continuously with product teams, UHNWI solution departments, Asset Management and possibly IB
  • Ability to challenge clients in a positive and professional manner
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