7 meilleures offres (desk agent, zürich zh) (à pourvoir)

Investor
Banco Itaú Suisse —Zürich, ZH
- Travail hybride
- Niveau Master
- Niveau Licence
- Administration des affaires
Postuler rapidement
il y a 13 jours
Microsoft BI Consultant – Basel/Bern/Zurich/Nyon
DBi Services —Zürich, ZH
- 100%
- Télétravail
- Oracle
- Anglais
- SQL
IT & Automation Operations Manager
FELFEL —Zürich, ZH
- 100%
- Gestion du personnel
- Anglais
- Niveau Master
- Travail à domicile
- Congé parental payé
Postuler rapidement
Rust Engineer - Trading Systems
Keyrock —Zürich, ZH
- 100%
- Télétravail
- Bar
- AWS
- Scripting
il y a 13 jours
AI CAD CAM IoT Engineer / Tinkerer CNC
Imnoo AG —Zürich, ZH
- 100%
- Travail hybride
- CAD
- C++
- Python
Postuler rapidement
AIOps Transformation Lead 80-100%
Abraxas Informatik AG —Flughafen Zürich, ZH
- Télétravail
- Gestion du personnel
- Anglais
- Technologies de l'information
- Aide au transport
- Travail à domicile
Senior Data Engineer
Keyrock —Zürich, ZH
- 100%
- Télétravail
- SQL
- Python

Je souhaite recevoir la dernière alerte Emploi pour les postes de ce type : desk agent (zürich zh)

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desk agent jobs near zürich zh

Investor

Banco Itaú Suisse
Zürich, ZH

Postuler rapidement

Détails de l'emploi

CDI
Il y a 13 jours

Qualifications

Investissement
Niveau Master
Niveau Licence
Administration des affaires
Négociation

Description complète du poste

The Investor's main responsibility is to support clients and bankers in all aspects related to portfolio management (follow-up / proposal / implementation / accountability) based on the Investment Committee decisions.

Typical activities and responsibilities will include:

Conduct portfolio reviews with clients looking for strategic and tactical opportunities in all asset classes and prepare recommendations of appropriate investment products based on client's risk profile.
Focus on market trends/opportunities and maintain communication with internal and external client and providers.
Develop, close sales and monitor complex investment products.
Proactively participate in the investment idea generation process while interacting with other members of the investment team.
Establish a close working relationship with internal clients (Bankers).
Adhere to internal and external policies, procedures, processes and guidelines.
Execute securities trades, requested by clients and /or their third party managers or registered representatives in a timely manner.
Maintain and control the distribution of products to internal clients through investment meetings and presentations.
Work closely with Strategy, Products, Treasury, and Trading desk in creating solutions for clients.
Compliance with laws, rules, regulations and the bank's code of conduct and AML policies and procedures.

Education

Bachelor's degree in finance, economics or related field
MBA or CFP/CFA preferred

Work Experience

Minimum of 5 years work experience in Private Banking of other related Financial Markets experience.

Performance

Internal candidates: consistent strong performer in current role (Upper L or Expected Performance + at least 2 times in the past 3 cycles)

Specific Knowledge and Skills

Experience/knowledge of markets and investment products in equities, fixed income, foreign exchange, derivatives and alternative investments
Sales experience including negotiation, team selling approach, closing the sale and overcoming objections
Ability to work in a team based environment

Preferable Skills and Experience

Using Copilot tools to enhance productivity and decision-making.
Applying AI solutions to portfolio analysis and investment research.
Building client dashboards that support investment recommendations and portfolio monitoring.
Creating assistants and agents that automate tasks, streamline processes, and improve workflow efficiency.
Rethinking and redesigning workflows through AI-enabled solutions to support scalable and sustainable growth.

Postuler rapidement

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desk agent emplois - zürich zh

Investor

Microsoft BI Consultant – Basel/Bern/Zurich/Nyon

IT & Automation Operations Manager

Rust Engineer - Trading Systems

AI CAD CAM IoT Engineer / Tinkerer CNC

AIOps Transformation Lead 80-100%

Senior Data Engineer

Je souhaite recevoir la dernière alerte Emploi pour les postes de ce type : desk agent (zürich zh)

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