Senior MIT Advisor with Alternatives Focus, Switzerland

vor 2 Wochen


Zürich, Schweiz Deutsche Bank Vollzeit

Description :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 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.We intend to hire a highly accomplished Investment Advisor to focus on investment coverage of sophisticated UHNW clients and Family Offices, with particular focus and expertise in Alternative investments. The Advisor will work closely with Relationship Managers and Product specialists to provide UHNW/FO clients with a sophisticated service around asset allocation structure and investment advisory.This individual will bring a distinguished track record in advising wealth management clients on tailored solutions and will have deep knowledge of investment related platform capabilities in the wealth management industry. The ideal candidate will understand capital markets across asset classes but will be a designated champion of private equity investments and hedge fund solutions.The Senior UHNW Investment Advisor is responsible for covering a book of client investment portfolios, as well as partnering with the Relationship Managers on prospecting efforts to deliver the Bank’s investment platform and specific solutions relevant and appropriate for the clients. The Investment Advisor is a client-facing role with full responsibility for the investment dialogue.Key ResponsibilitiesPresenting the investment platform across all asset classes and solutionsProviding clients with comprehensive overview of our CIO forecasts and opinionsAct as the knowledge center on Alternatives positioning in the client portfolios across the regionsPreparing pitch documents, client presentation materials, and market analysesAnalyzing and selecting suitable investment solutions in line with client needsProviding investment advice to clients and managing their after-sales experienceExecuting client orders in investments/ capital markets in a timely and compliant mannerProviding Portfolio analyses and Strategic Asset Allocation adviceResponding to product related questions, issues, and problemsAchieving individual revenue and share of wallet targets, including supporting prospecting efforts of the Relationship ManagersCollaborate closely with key internal partners, including Legal, Compliance, Risk, Asset Management, and the Investment BankUnderstand and make sure to act in compliance with the Bank and regulatory policies, related to market risks, credit risks, operational risks, and reputational risksRequired ProfileProven track record of managing and advising clients on investment portfolios10 or more years of relevant investment experienceFluent in delivering an economic outlook Good knowledge of Bloomberg and Microsoft Office programsStrong team player – willing and able to work under pressure, being able to prioritize tasksAlternatives expert able to support investment managers and RMs in pitches related to private equity and/ or hedge fundsWorks efficiently with precision even under pressure, using initiative and market experience to identify the best solutionPositive, outgoing, and open-minded personalityClear understanding of and respect for applicable legal and regulatory concepts, including cross-border frameworks, and requisite local requirementsStrong communication skills (verbal and written) in English. Other languages are beneficial, considering exposure to clients from across Europe International regionsAbility to introduce existing client relationships considered a plusWell-being & BenefitsEmotionally and mentally balancedWe support you in dealing with life crises, maintaining stability through illness, and maintaining good mental healthPhysically thrivingWe support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thriveSocially connectedWe strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well beingFinancially secureWe support you to meet personal financial goals during your active career and for the futureWe strive for a 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.



  • Zürich, Schweiz Deutsche Bank Vollzeit

    Description :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


  • Zürich, Schweiz UBS Vollzeit

    Join to apply for the Client Advisor, WM APAC Switzerland, Team UHNWI role at UBSWe are looking for a Wealth Management client advisor in Zurich, Switzerland, covering the Asian Region with a focus on the Singaporean market. Your key responsibilities are:build, establish and grow your client relationships within the UHNWI segmentprovide trusted advice to...

  • Wealth Advisor

    vor 1 Woche


    Zürich, Zürich, Schweiz Norman Alex Vollzeit

    About The Job Wealth AdvisorOur client is a highly respected multi-family office headquartered in Zurich, with additional offices in Malta, London, and New York. The firm is known for its conservative investment philosophy and commitment to long-term wealth preservation. It holds financial asset management licences across Switzerland, the US, Europe, and the...

  • Client Advisor Zurich

    vor 1 Woche


    Zürich, Zürich, Schweiz DOLCE&GABBANA Vollzeit

    We are currently looking for aClient Advisorfor ourBoutique in Zurich.As a Client Advisor, you will be the Brand ambassador and you will make sure to provide an excellent service to every customer.Key ResponsibilitiesPromote and sell products by identifying our international customers' needs.Deliver outstanding customer service and build long-term...

  • Client Advisor Zurich

    Vor 3 Tagen


    Zürich, Zürich, Schweiz Dolce & Gabbana S.r.l. Vollzeit

    We are currently looking for a Client Advisor for our Boutique in Zurich.As a Client Advisor, you will be the Brand ambassador and you will make sure to provide an excellent service to every customer.Key ResponsibilitiesPromote and sell products by identifying our international customers' needs.  Deliver outstanding customer service and build long-term...


  • Zürich, Schweiz UBS Vollzeit

    A global wealth manager in Switzerland seeks a Client Advisor for their WM APAC Switzerland Team. This role involves delivering exceptional client service to High Net Worth individuals, leveraging established relationships in South East Asia. Ideal candidates should have a proven track record in client advisory and at least five years in a client-facing...


  • Zürich, Schweiz UBS Vollzeit

    Client Advisor, WM APAC Switzerland Team, South East Asia in ZH/GvA Join to apply for the Client Advisor, WM APAC Switzerland Team, South East Asia in ZH/GvA role at UBS We’re looking for a Wealth Management client advisor, in Zurich or Geneva, Switzerland, covering the South East Asian (SEA) Region. Your role Are you a dynamic relationship manager who...


  • Zürich, Schweiz Focus Cloud Vollzeit

    A Microsoft-focused consulting organization in Switzerland seeks a Senior Project Manager / Consultant CE / CRM to lead customer engagement and transformation initiatives. The ideal candidate will have 5–10 years of experience in IT project management, specifically with CRM solutions and Microsoft Dynamics 365. Responsibilities include project management,...

  • Wealth Advisor

    Vor 2 Tagen


    Zürich, Zürich, Schweiz Norman Alex Vollzeit

    Our client is a highly respected multi-family office headquartered in Zurich, with additional offices in Malta, London, and New York. The firm is known for its conservative investment philosophy and commitment to long-term wealth preservation. It holds financial asset management licences across Switzerland, the US, Europe, and the UK, allowing it to serve...

  • Solution Advisor

    Vor 3 Tagen


    Zürich, Schweiz SAP Vollzeit

    **We help the world run better** At SAP, we enable you to bring out your best. Our company culture is focused on collaboration and a shared passion to help the world run better. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and...