Senior Investment Consultant #230715

France-Paris-Paris | 

Full-time (FT) | Wealth Management | 

Job ID

230715Banker / AdvisoryEnglish

We Offer

Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.

UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.

Join the Advisory & Sales (A&S) team at Credit Suisse France (UBS Group) as a Senior Investment Consultant for UHNWI Private Banking business within the Global Wealth Management division.

Your main responsibilities will be to actively provide investment advice and guidance to a large portfolio of UHNWI in line with the bank’s house view and to work closely with the Relationship Managers on the prospection. As a market expert, you will be responsible to diversify the product offering on traditional and non-traditional assets and develop innovative investment solutions.

Remote Working? N/A - pending TWWW agreement 

You Offer

Technical skills

• Strong analytical and mathematical skills
• Strong financial products knowledge: HF, Private Equity, Real Estate, Bonds, Equities, Derivatives, FX, Structured Products, Mutual Funds etc.
• Strong understanding of the investment process including familiarity with mapping investments to asset allocation models, structuring client investment portfolios, portfolio analytics, etc.
• Mastering of standard software as well as tools to be able to maintain high standards in terms or risk constraints
• Knowledge of local regulations such as KYC, AML, GDPR, MiFID, SAQ, etc.
• Good knowledge of IT tools (MS Office, Bloomberg, external information systems)
• Fluent in French and English

Behavioral skills

• Strong marketing and selling skills: capacity to be convincing to convert ideas and knowledge into deals and increase revenues
• Client-service oriented with a strong focus on professional, service-oriented support as well as high-quality standards to clients
• Teamwork and collaboration, good listening skills and clear focused objectives
• Excellent interpersonal and communication skills

Function profile

• University degree in Business Administration, Economics, Finance, Law or similar
• 5+ years of working experience in the Financial Services industry
• Proven experience in liaising and building relationships with clients