APAC Investment Consultant
Credit Suisse
Hong Kong, China

We Offer

Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, we have a global reach with operations in about 50 countries and employ more than 45,000 people from over 150 different nations.

Embodying entrepreneurial spirit, Credit Suisse delivers holistic financial solutions to our clients, including innovative products and specially tailored advice.

Striving for quality and excellence in our work, we recognize and reward extraordinary performance among our employees, provide wide-ranging training and development opportunities, and benefit from a diverse range of perspectives to create value for our clients, shareholders and communities. We are Credit Suisse.

  • A front role as an Investment Consultant that partners 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
  • An opportunity to educate and promote the Investment Consultant value proposition to Relationship Managers and Team Leaders
  • Execute and supervise clients’ transaction requests, thereby 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 our sophisticated HNWI / UHNWI clients
  • Reputation as an agile and results-oriented world - class Swiss Private Bank and the opportunity 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
  • Specialist knowledge and product expertise in developing solutions for clients in the creation, management and transfer of their wealth
  • Exciting working environment and growth opportunities in a world leading bank
  • You Offer

  • Outstanding personal and professional network within the HNW / UHNW segment
  • Proven track record of minimum 5 years of relevant experience as an Investment Consultant, Portfolio / Asset Manager in Sales & Advisory or in trading activities
  • 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
  • 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 also 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, CFPI, CIIA, CAIA, etc.
  • Completion of (in Singapore : CACS Paper I & II) / (in HK : HKSI Paper 1, 7 & 8) certification
  • Proficiency in English as well as in the native language spoken by the clients to be covered for the relevant marketJoin us!
  • Please apply


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