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Business Development WM EMEA #231671

Credit Suisse
Zurich, Switzerland
Closing date
Feb 29, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Perform pipeline management in close collaboration with EMEA Sectors and identify key clients amongst different dimensions, analyze historic financial performance with focus on asset and revenue development, and identify the future potential. Leverage global product and coverage partners to assist in client coverage strategy. Prepare pitchbooks, meeting materials and follow-up items for client and prospective client meetings with A&S Senior Management involvement.

Manage strategic and tactical business initiatives with an eye towards internal clients, the bank and client advisors generating tangible business impact. Maintain, analyze, and present data for stakeholders across business and control functions, devise project plans and work with cross-department and cross-divisional teams in the implementation. Provide regular updates to A&S Senior Management.

Develop new business lines and client acquisition frameworks leveraging external partnerships and internal capabilities. Further evolve coverage of private banking client segments e.g., company executives, athletes or entrepreneurs and coordinate internal coverage teams to ensure best-in-class prospecting, client servicing and client development. Prepare presentations for internal audiences as well as clients and prospects. Manage recurring coverage team meetings and internal events including agenda planning, execution, and follow-up.

Your future colleagues

We are a dynamic team with a positive mindset and a strong can-do attitude. As a team we actively collaborate and support each other to succeed together. You will join a visionary team, whose team spirit and specific expertise guarantee an exciting working 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.

Your skills and experience
We expect you to bring energy to drive topics forwards coupled with the willingness to go the extra mile to find best-in-class solutions.
  • You have at least three years of professional experience in Wealth Management or Management Consulting with strong analytical and project management background
  • Strong conceptual thinking as well as ability to drive implementation of projects and initiatives
  • An understanding of financial steering frameworks in Wealth Management
  • A developed commercial sense ideally combined with some client facing experience
  • You describe yourself as a structured and analytical person with affinity for execution
  • High sense of responsibility and independent working practice, showing initiative and high level of reliability
  • You bring excellent communication skills including the ability to explain complex challenges in a clear and understandable manner to your stakeholders
  • Highly motivated, energetic, and can-do personality with eagerness to learn and develop

Ms. V. Eichenberger would be delighted to receive your application.
Please apply via our career portal.

Your new employer

Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.

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