Investment Consultant - Private Banking APAC

Employer
Credit Suisse -
Location
Singapore, Singapore
Salary
Competitive
Posted
Jul 19, 2019
Closes
Jul 25, 2019
Ref
6158103
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
We Offer
  • An opportunity to provide and expand expertise in the areas of investment and product service offerings and portfolio advisory
  • A chance to assess client needs and their potential based on the risk profile and aligning financial advice with the corresponding investment strategy
  • A front role as an Investment Consultant that partners with the Relationship Managers to introduce and develop new client business and to generate increased revenues accordingly
  • An opportunity 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 HNW/UHNW clients
  • Reputation as an agile and ambitious elite Swiss Private Bank and the opportunity to serve as a brand ambassador
  • Integrated business model which fosters collaboration between internal divisions, teams and specialists to deliver cross selling opportunities, especially between Investment Banking and Private Banking
  • 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
  • Extraordinary personal and professional network within the HNW/UHNW segment
  • Consistent track record of minimum 5 years of relevant experience as an investment consultant, portfolio/asset manager in sales & advisory or in trading activities
  • 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 interpersonal skills (ability to listen, guide and influence internal and external partners)
  • Drive and motivation to work in a target driven and high performance culture
  • The highest level of professional work ethic and performing fully in line with compliance standards, internal and external guidelines and regulatory policies
  • Dedicated to take responsibility to maintain the highest standards with respect to our risk and control culture and in order to meet bank's policies and obligations
  • MBA or degree from a university or an institute of higher education plus professional qualifications e.g. CFA, CFPI, CIIA, CAIA, etc.
  • Completion of mandatory certifications; CFA or equivalent is an advantage
  • Fluent in English as well as in the native language spoken by the clients to be covered for the relevant market
Please apply via our Career Portal.

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