Senior UHNW Investment Advisor — Alternatives & PE

0877 Deutsche Bank (Suisse) SA; Zürich; Vor Ort; CHF 30’000 - 80’000; Vollzeit

Zusammenfassung

A leading global bank in Zurich is seeking an accomplished Investment Advisor to focus on investment coverage of sophisticated UHNW clients. The Advisor will have expertise in Alternative investments and will work closely with Relationship Managers. Candidates should have over 10 years of investment experience and a strong track record in client advisory. This client-facing role involves managing client portfolios and providing tailored solutions. Attractive well-being benefits and a collaborative working environment are part of the offer.

Leistungen

Emotional and mental health support

Physical health management

Financial security assistance

Qualifikationen

• Proven track record of managing and advising clients on investment portfolios.
• 10 or more years of relevant investment experience.
• Strong communication skills in English.

Aufgaben

• Present the investment platform across all asset classes.
• Provide investment advice and manage after-sales experience.
• Collaborate with internal partners including Legal and Compliance.

Kenntnisse

Investment portfolio management

Client advisory

Market analysis

Communication skills

Team collaboration

Tools

Bloomberg

Microsoft Office

Jobbeschreibung

A leading global bank in Zurich is seeking an accomplished Investment Advisor to focus on investment coverage of sophisticated UHNW clients. The Advisor will have expertise in Alternative investments and will work closely with Relationship Managers. Candidates should have over 10 years of investment experience and a strong track record in client advisory. This client-facing role involves managing client portfolios and providing tailored solutions. Attractive well-being benefits and a collaborative working environment are part of the offer.