In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
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.
We Offer This position will be focused on enabling the mandate business for assigned market coverages (i.e. Indonesia, Thailand-Vietnam, Philippines, and Non-Resident India) as well as assigned expertise coverage (primarily Balanced mandates). It will involve collaborating with Portfolio Managers, Investment Consultants, and Relationship Managers, to acquire and retain Discretionary and Advisory Mandates from Private Banking Clients. You will also be part of the process for delivering the overall Mandate Solutions platform (in collaboration with Products COO), preparing proposal and review materials, formalities, writing portfolio commentaries, digital content, and ensuring a positive Client Experience to both internal and external parties in a fully compliant manner. Your future colleagues
You will be part of a team of 7 such dedicated Mandate Solutions professionals, and of the broader part of Managed Solutions, which includes Funds, ETFs, and Alternative Investments. Collectively, we are proud Product Owners of the highest quality investment products and services that enable the delivery of the bulk of APAC Private Banking's recurrent revenues in line with Credit Suisse's increasingly Sustainable Investment ethos.
You will be a good match if you possess the following:
Minimum 5-7 years' of proven experience in investment advisory/portfolio management/product management is essential
Good academic qualification in finance/investments/other related field
Good knowledge of financial markets and investment management
Outstanding presentation, communication, and selling skills
Strong command of written and spoken English
Proficiency in MS PowerPoint, Excel, and Bloomberg
A highly motivated, self driven "can do" attitude
A deep sense of team spirit and proven collaborative work habits
An open and dynamic attitude towards use of technology and digitalization
Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success.