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Relationship Manager/Team Leader/Investment Consultant

Genève - GE - 1204

Relationship Manager/Team Leader/Investment Consultant

Relationship Manager/Team Leader/Investment Consultant for Middle East, comprises GCC (Saudi Arabia, UAE, Bahrain, Qatar, Kuwait, Oman), LEVANT (Lebanon, Jordan), Egypt

We offer

As a company with a long banking tradition and a leading player in many key markets we are aiming to expand our footprint with professionals who bring new perspectives.

Thus, Credit Suisse Private Banking Middle East, LEVANT and Egypt is looking for a highly qualified candidates for the HNWI/UHNWI segment with a strong network and knowledge of the covered market and fulfilling any of the below mentioned profiles:

Relationship Manager/RM Team Leader
Wealth Planner
Investment Consultant

Working as a one of our key team players we offer:

A challenging front - office role as senior partner in managing client relationships, providing comprehensive advice and a broad range of investment products and services tailored to the complex needs of high-net-worth individuals whilst working toward specific individual, team and market asset and revenue targets
Market leading products, tailored solutions and services supported by a holistic advisory approach for high and ultra-high net worth clients
Best-in-class specialist knowledge and product expertise in developing solutions for clients in the creation, management and transfer of their wealth
Reputation as an agile and entrepreneurial 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
Continuous professional career development in a world leading bank

You offer

Outstanding industry personal and professional network within HNWI/UHNWI for the relevant market to support our growth strategy and to push the development agenda for revenue, NNA and SGC (Single Global Currency)
Proven track record of relevant experience in a client acquisition and management of wealth for clients
Depending on the seniority of the role to be filled, the years of experience required in one of the roles for Middle East, LEVANT and Egypt markets will vary starting from 3-5 years for a junior role reaching up to 7 years or more for a senior position
Strong financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions to clients including the digital banking solutions
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
Entrepreneurial and innovative approach in the identification of business opportunities
Highest professional work ethic and standards, decisiveness, innovative thinking and ability to cope under pressure
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
For the team leader role: ability to hire and build a high performing team; to manage the team dynamics, to mentor, coach and motivate Relationship Managers, thereby supporting their professional development; capability to lead and inspire people
MBA or degree from a university or an institute of higher education
Fluency in English and Arabic
Visit : 10
Stellenangebot Details
Arbeitsort 1204 Genève
Arbeitspensum 100%
Stellenantritt 14.12.2018
Credit Suisse AG Private Banking

Gorria Bernal Victoria
Rue de la Monnaie 1
1204 Genève


Gorria Bernal Victoria

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