CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
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A front role that works closely with Relationship Managers and assists in handling client relationships
A unique opportunity to act as the primary contact for administrative tasks and duties for clients and to experience client advisory firsthand
A function that liaises with Business Management, the teams of other Relationship Managers, Investment Services & Products, Operations, Treasury, IT, etc. for functional efficiency
A holistic advisory approach in wealth management and one of the strongest platforms in the industry
Market leading products, tailored solutions and services for our sophisticated clients
Reputation as an agile and ambitious elite Swiss Private Bank and the opportunity to serve as a brand ambassador
Continuous professional career development in a world leading bank
Consistent track record of minimum 2 years of relevant work experience within private banking wealth management in a similar capacity or a degree from a university with a specialization in banking/finance
Financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions
Excellent presentation and communication skills, you are able to listen, guide and advise external and also internal partners
Excellent client- and service-orientation when interacting with sophisticated entrepreneurs and leaders
Result driven work approach, a high level of flexibility and personal responsibility paired with an entrepreneurial spirit
The highest professional work ethic and performing fully in line with compliance standards, internal and external guidelines and regulatory policies
Dedicated to take responsibility to maintain the highest standards with respect to our risk and control culture and in order to meet bank's policies and obligations
Completion of (in Singapore: CACS Paper I & II) / (in HK: HKSI Paper 1, 7 & 8) certification; CFA or equivalent is an advantage
Fluency in English as well as in the native language spoken by the clients to be covered for the respective market