Senior MIT Advisor, Switzerland
vor 22 Stunden
Senior MIT Advisor with Alternatives Focus, Switzerland Join to apply for the Senior MIT Advisor with Alternatives Focus, Switzerland role at Deutsche Bank Position Overview For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Our deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division. Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security. Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and DWS. We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank. Responsibilities Presenting the investment platform across all asset classes and solutions Providing clients with comprehensive overview of our CIO forecasts and opinions Act as the knowledge center on Alternatives positioning in the client portfolios across the regions Preparing pitch documents, client presentation materials, and market analyses Analyzing and selecting suitable investment solutions in line with client needs Providing investment advice to clients and managing their after‑sales experience Executing client orders in investments/ capital markets in a timely and compliant manner Providing Portfolio analyses and Strategic Asset Allocation advice Responding to product-related questions, issues, and problems Achieving individual revenue and share of wallet targets, including supporting prospecting efforts of the Relationship Managers Collaborate closely with key internal partners, including Legal, Compliance, Risk, Asset Management, and the Investment Bank Understand and make sure to act in compliance with the Bank and regulatory policies, related to market risks, credit risks, operational risks, and reputational risks Required Profile Proven track record of managing and advising clients on investment portfolios 10 or more years of relevant investment experience Fluent in delivering an economic outlook Good knowledge of Bloomberg and Microsoft Office programs Strong team player – willing and able to work under pressure, being able to prioritize tasks Alternatives expert able to support investment managers and RMs in pitches related to private equity and/ or hedge funds Works efficiently with precision even under pressure, using initiative and market experience to identify the best solution Positive, outgoing, and open‑minded personality Clear understanding of and respect for applicable legal and regulatory concepts, including cross‑border frameworks, and requisite local requirements Strong communication skills (verbal and written) in English. Other languages are beneficial, considering exposure to clients from across Europe International regions Ability to introduce existing client relationships considered a plus Well‑being & Benefits Emotionally and mentally balanced: We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well‑being Financially secure: We support you to meet personal financial goals during your active career and for the future We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Seniority level Not Applicable Employment type Full-time Job function Other Referrals increase your chances of interviewing at Deutsche Bank by 2x #J-18808-Ljbffr
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Senior Client Advisor
vor 4 Wochen
Zürich, Schweiz Michael Page - Switzerland VollzeitAbout Our Client Unser Kunde ist eine etablierte Bank / Family Office in der Schweiz, bekannt für hochwertige Vermögensverwaltung und persönlichen Service für anspruchsvolle Privatkunden. Das Team arbeitet professionell, dynamisch und serviceorientiert. Job Description Persönliche Betreuung von High-Net-Worth-Kunden und Umsetzung individueller...
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Senior MIT Advisor, Switzerland
Vor 2 Tagen
Zürich, Schweiz Deutsche Bank VollzeitDescription :For over 150 years, our dedication to being the for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.Our deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or...
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Senior MIT Advisor, Switzerland
vor 22 Stunden
Zürich, Schweiz Deutsche Bank VollzeitJob Description For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Our deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our...
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Senior MIT Advisor, Switzerland
Vor 2 Tagen
Zürich, Zürich, Schweiz Deutsche Bank VollzeitPosition OverviewFor over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.Our deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our...
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Senior MIT Advisor, Switzerland
Vor 4 Tagen
Zürich, Zürich, Schweiz Deutsche Bank VollzeitJob Description:For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.Our deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our...
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Senior Alternatives Investment Advisor
vor 22 Stunden
Zürich, Schweiz Deutsche Bank VollzeitA global financial institution in Switzerland is seeking a Senior MIT Advisor focused on alternatives. This role requires a deep understanding of client investment portfolios and a proven track record in managing investments. The ideal candidate will work under pressure while providing strategic asset allocation advice and collaborating closely with internal...
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Senior MIT Advisor, Switzerland
Vor 2 Tagen
Zürich Prime Tower, Schweiz Deutsche Bank VollzeitJob Description: For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Our deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank,...
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Zürich, Schweiz UBS VollzeitOverview Join to apply for the Client Advisor, HK/China Team, APAC Switzerland WM in Zurich role at UBS. Job Reference #329414BR | Job Type Full Time Your role Are you a dynamic Client Advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to both Hong Kong and Chinese...
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HR Advisor
vor 2 Wochen
Zürich, ZH, Schweiz Rippling Vollzeit**About Rippling** Rippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system. Take onboarding, for...
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Tax Advisor
Vor 5 Tagen
Zürich, ZH, Schweiz ITech Consult Vollzeit**Project / Role**: We are looking for a senior tax advisor for our client from the financial sector in Zurich. **Main tasks**: - Secondary check of tax returns of natural persons **Requirements**: - Higher qualification, e.g. FA Treuhand / MAS in Taxation or similar. - Knowledge of tax tool Dr. Tax (standard software in this industry) **Languages**: -...