Originalinserat öffnenDie Credit Suisse Group ist ein weltweit führender Finanzdienstleister, der Kunden auf der ganzen Welt rund um die Uhr in allen Finanzaspekten berät.
Die Credit Suisse wurde 1856 in Zürich von Alfred Escher, Wirtschaftspionier und Innovator, gegründet, um die Finanzierung des Eisenbahnbaus und damit des soliden Wachstums der Schweizer Wirtschaft, zu unterstützen. Heute haben wir uns zu einer neuen, integrierten Bank entwickelt: zu einem globalen Finanzdienstleister, der verschiedene Kulturen, Philosophien und Fachwissen verbindet, um Kunden auf ganz neue Weise zu betreuen.
Mit über 46'000 Mitarbeitenden in mehr als 50 Ländern beraten wir Kunden in allen Finanzfragen. Als weltweit führendes Unternehmen im Private Banking & Wealth Management betreuen wir viele der weltweit vermögendsten Privatpersonen und Familien. Unser Investment Banking unterstützt zahlreiche Unternehmen und Institutionen in Schwellen- und in Industrieländern auf ihrem Weg zum Erfolg.
Wen auch immer wir betreuen, unsere Tradition der Kundennähe und der Entwicklung auf Kundenbedürfnisse zugeschnittener innovativer Produkte und Lösungen hat uns zu einem der international angesehensten und erfolgreichsten Finanzinstitute gemacht.
Als einer der wichtigsten Arbeitgeber in der Schweiz legen wir bei der Credit Suisse grössten Wert auf herausragendes professionelles Know-how unserer Mitarbeitenden. Als weltweit tätige Gruppe bieten wir spannende Karrieremöglichkeiten in einem multikulturellen Umfeld. Wir sind aber auch landesweit als Retail Bank vertreten und verankert.
Head Investment Consultant Mexico & Central America within IWM #168782
- Management of a team of Investment Consultants dedicated to the Mexican and Central American market, offshore and onshore, based in Zürich Switzerland
- Proactive coverage of a sophisticated client base across asset classes, responsible for all investment related matters.
- 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 cultural values.
- Accountability for revenue and business generation for a dedicated advisory mandate client book.
- Partnership with the Relationship Managers to introduce and develop new client business and to generate increased revenues accordingly.
- A chance to assess clients' needs and their potential based on the risk profile and aligning financial advice with the corresponding investment strategy.
- Execute and supervise clients’ transaction requests, thereby ensuring that the portfolio allocation aligns with the clients’ risk profile
- An opportunity to educate and promote the Investment Consultant and Expert Advisory Mandate’s value proposition to Relationship Managers and Team Leaders.
- Market leading products, tailored solutions and tools supported by a holistic advisory approach for our sophisticated Wealth Management clients.
- Reputation as an agile and results-oriented world-class Swiss Private Bank and the opportunity to serve as a brand ambassador
- Exciting working environment and growth opportunities in a world leading bank
- Proven record of accomplishment of minimum 15 years in an Investment Consultant, Portfolio/Asset Manager in Sales & Advisory or in trading activities.
- Broad client network and well connected in Mexico and Central America
- Specific technical expertise across some/all asset classes and the respective instruments/products (equity, fixed income, FX markets, structured products, 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.
- Ability to build business relationships with clients and ensure their needs are identified and met.
- Excellent presentation and interpersonal skills, you are able to listen, guide and advise external and internal partners.
- Drive and motivation to work in a target oriented and high performance culture.
- Committed to maintaining the highest standards with respect to our risk and control culture and in order to meet bank's policies and obligations.
- High standard of work, accurate record keeping and attention to detail, able to organize and prioritize own workload.
- MBA or degree from a university or an institute of higher education plus professional qualifications e.g. CFA, CAIA.
- Proficiency in Spanish and English is necessary, German is an advantage
Ms. V. Eichenberger would be happy to review your application please apply via our career portal.
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