Investment Consultant - Guadalajara Office

Credit Suisse office Guadalajara
Guadalajara, Jalisco
Aug 28, 2019
Sep 27, 2019
Employment Type
Full Time

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.


• 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 .


• 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.