Credit Suisse is a leading global wealth manager with strong investment banking and asset management capabilities. Founded in 1856, Credit Suisse has expanded to be a global force employing over 45,000 people in 50 countries. With new leadership, a new strategy and a streamlined global organization, we are set for growth. We partner across businesses, divisions and regions to create innovative solutions to meet the needs of our clients—and to help our employees grow. It is a high priority for us to continually invest in our employees by providing ongoing opportunities for training, networking and mobility. Join us and let's shape the future of Credit Suisse together.
Relationship Manager/Investment Consultant/Team Leader RM/IC for Latin America including Brazil, Colombia, Mexico, Argentina, Peru, Chile; Central America #120167
Are you looking to develop your career working within a dynamic international environment? We have opportunities across a number of roles within our international Wealth Management Division based in Switzerland.
Your field of responsibility
As Relationship Manager/Team Leader RM you collaborate in acquiring and leading client relationships, providing advice on a broad range of investment products and services tailored to the sophisticated needs of affluent, HNWI & UHNWI clients. You will have the opportunity to advise on market leading products, tailored solutions and services supported by a holistic advisory approach for our clients. As a specialist with knowledge and product expertise in developing solutions for clients in the creation, management and transfer of their wealth, you will work towards specific individual, team, assets under management (AUM) as well as revenue targets. You are required to deliver superior service to our clients and seek opportunities to collaborate with other business divisions and specialists to deliver cross-selling opportunities, especially between Investment Banking and Private Banking.
As Investment Consultant /Team Leader IC, you work in close collaboration with Relationship Managers to advise and develop suitable investment solutions for our clients. You will have the opportunity to promote the Credit Suisse product offering to Relationship Managers and Team Leaders based on the investment profile and risk appetite of the clients’ portfolio. You are required to deliver superior service to our clients and seek opportunities to collaborate with other business divisions and specialists to deliver cross-selling opportunities, especially between Investment Banking and Private Banking.
Your future colleagues
Join one of our highly motivated teams serving sophisticated clients across affluent, HNWI & UHNWI segments. 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 stand for an entrepreneurial and innovative approach in the identification of business opportunities, paired with a result driven work attitude and high level of flexibility and ownership. 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.
N/A - pending TWWW agreement