Investment Consultant - China Onshore

Expiring today

Credit Suisse
Beijing, China
Mar 12, 2021
Apr 10, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, we have a global reach with operations in about 50 countries and employ more than 45,000 people from over 150 different nations. Embodying entrepreneurial spirit, Credit Suisse delivers holistic financial solutions to our clients, including innovative products and specially tailored advice. Striving for quality and excellence in our work, we recognize and reward extraordinary performance among our employees, provide wide-ranging training and development opportunities, and benefit from a diverse range of perspectives to create value for our clients, shareholders and communities. We are Credit Suisse.

We Offer
Join us as an Investment Consultant, within a leading global wealth manager. You will partner Relationship Managers to introduce and develop new client business and generate revenues. You have the opportunity to educate and promote the Investment Consultant value proposition to Relationship Managers and Team Leaders. You also execute and supervise client's transaction requests, thus ensuring portfolio allocation aligns with client's risk profile.
Your future colleagues Join a highly motivated team. This is an excellent platform for personal and professional development within a highly committed and collaborative team in an international and fast-paced environment. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm's D&I ambition which is an integral part of our global cultural values.

You Offer

We are looking for
  • Proven track record of minimum 5 years of experience in a similar capacity or as a Portfolio/Asset Manager in Sales & Advisory or trading.
  • MBA; CFA or equivalent is an advantage
  • Proficient in asset classes and core products traded in the private banking industry
  • Ability to identify clients' investment needs and to provide quality advice, updates on financial markets developments and on clients' portfolios
  • Ability to build business relationships with clients and ensure their needs are identified and met
  • Ability to cope with pressure and a high level of flexibility, responsibility and attention to detail
  • Diligent work approach with respect for our risk and control obligations
• Understands the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success.

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