Credit Suisse - Investment Consultant

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.

We Offer

  • An opportunity to provide and expand expertise in the areas of investment and product service offerings and portfolio advisory. To assess client needs and their potential based on the risk profile and aligning financial advice with the corresponding investment strategy

  • A challenging front-office role that partners with the Relationship Managers (RMs) to introduce and develop new client business and to generate increased revenues accordingly. To educate and promote the IC value proposition to RMs and Team Leaders

  • Ensuring that the portfolio allocation aligns with the clients’ risk profile

  • Market leading products, tailored solutions and services supported by a holistic advisory approach for high and ultra-high net worth clients

  • Reputation as an agile and entrepreneurial world class Swiss Private Bank with the strongest platform in the industry and a chance to serve as a brand ambassador

  • Integrated “OneBank” business model which fosters collaboration between internal divisions, teams and specialists to deliver cross selling opportunities, especially between Investment Banking and Private Banking

  • Strong specialist knowledge and product expertise in developing solutions for clients in the creation, management and transfer of their wealth

  • Continuous professional career development in a world leading bank

You Offer

  • Proven track record of giving investment advice to retail and professional clients in a post MIFID II world

  • Professional skills; specific technical expertise across some/all asset classes and the respective instruments/products (equity, interest rate, FX markets, other 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

  • First class presentation and communication skills; able to listen, guide and influence internal and external stakeholders

  • Drive and motivation to work in a target driven and high performance culture

  • A team player with the highest professional work ethic and standards who is decisive, innovative and able to cope under pressure

  • Forward thinking mindset for the development and advancement of digital banking solutions; a technologically savvy personality able to introduce innovative tools and solutions to clients

  • Proven risk management ability, high level of professional and personal integrity and compliance standards ensuring all work activities are performed in line with internal and external guidelines and regulatory policies

  • Degree from a university plus professional qualifications e.g. CFA, CFPI, CIIA, CAIA, etc.

  • Fluent in English essential, and conversant in Russian or another emerging European language beneficial (in view of client coverage)

  • Experience covering UK and international clients before

  • Should understand the general product suite well, including funds, hedge funds, structured products, private equity and derivatives

  • Ability to position various service offerings including discretionary, advisory, regulated advice and execution-only

  • RDR Level 4 certification is a mandatory requirement, CISI Level 6 qualification will be required within 18 months of employment at Credit Suisse); CFA or equivalent is an advantage

  • Comprehensive understanding of client goals and risk tolerance

  • Collaborate continuously with product teams, UHNWI solution departments, Asset Management and possibly IB

  • Ability to challenge clients in a positive and professional manner