Investment Consultant - Guadalajara Office

Employer
Credit Suisse office Guadalajara
Location
Guadalajara, Jalisco
Salary
Negotiable
Posted
Aug 28, 2019
Closes
Sep 27, 2019
Employment Type
Full Time
Education
Bachelors

Credit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland.

A challenging role within the Ultra-High Net Worth Individuals (UHNWI) segment of the Advisory Office Team, located in Guadalajara.

Description:

• The excellent opportunity to advise on and develop your own investment consulting book of UHNWI clients from a multi-asset class and investment solution perspective 

• Provide the CIO-view and implement tactical investment advice in a structured and proactive manner

• The responsibility to actively develop, document and promote new opportunistic and research-backed customized investment ideas, handle complex transactions, monitor core holdings and maturities for clients with a fiduciary mindset

• You build and maintain a close relationship with clients and conduct client visits

• Contribute to the growth targets by developing long-term client relationships

• Closely collaborate with Relationship Managers and internal specialists for business development including client acquisition

• Comply with all regulations, policies and standards, contribute to an effective risk culture

• An excellent platform for your personal and professional development within a dynamic team .

Requirements

• You have a university degree in Finance, Business Administration, Economics or in a related field

• You have a consistent record of 5 years or more of successful sales or similar experiences with a focus on financial markets

• Relevant experience as a specialist in either Structuring, Alternatives or FX sales/trading is a requirement 

• Experience in dealing with complex investment solutions for wealthy institutional-type clients, family offices and corporate owners

• A CFA/CAIA or similar would be a clear advantage

• Knowledge of banking products and services, particularly in the area of Wealth Management, but also in Investment Banking and Asset Management

• Excellent verbal and written communication skills in Spanish and English

• You bring strong analytical and conceptual skills and have deep understanding of financial markets and investment products

• You possess sound theoretical and practical knowledge of all traditional and alternative asset classes

• You are a confident and dedicated person with diplomatic skills and sales talent and enjoy building positive relationships with your partners

• Team-player, highly motivated, upbeat, proactive and can-do personality with eagerness to learn and develop.