Junior to Senior ARM / Staff – NRI

Job description

Junior to Senior ARM / Staff – NRI

We Offer...

· A challenging front-office role that works closely with Relationship Managers (RMs) and become responsible to assist in serving the clients
· A unique opportunity to act as the primary contact for a selection of clients and to manage administration related tasks and duties and to experience client servicing first hand
· 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
· Reputation as an agile and entrepreneurial world class Swiss Private Bank
· Continuous professional career development in a world leading bank 
· A chance to remain regularly in touch with clients as per their requirements and in agreement with Relationship Managers
· A role to interact with clients in a proactive manner to inform about developments in the financial markets and by providing them with updates on their investment portfolios
· Competitive and attractive employment package
· The possibility to achieve GTTRM (Global Train to RM Training)

You Offer...

· Proven track record of minimum2+years within private banking wealth management in similar capacity or degree from a university with a specialization in banking/finance
· Knowledge of the financial services industry and its rules and regulations
· Financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions to clients
· Excellent communication skills, sales and client service competencies
· A team player with the highest professional work ethic and standards who is decisive and able to cope under pressure
· High customer orientation and reliability, drive and motivation to work in a target driven and high performance culture
· Forward thinking mindset for the development and advancement of digital banking solutions; a technologically savvy personality
· 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
· Fluent in Englishin view of client coverage
· Completion ofin SIN: CACS Paper I & II)certification; CFA or equivalent is an advantage
· Knowledge of Reuters, Bloomberg and related banking systems

EEO Statement

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success.

Desired profile

You Offer...

· Proven track record of minimum2+years within private banking wealth management in similar capacity or degree from a university with a specialization in banking/finance
· Knowledge of the financial services industry and its rules and regulations
· Financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions to clients
· Excellent communication skills, sales and client service competencies
· A team player with the highest professional work ethic and standards who is decisive and able to cope under pressure
· High customer orientation and reliability, drive and motivation to work in a target driven and high performance culture
· Forward thinking mindset for the development and advancement of digital banking solutions; a technologically savvy personality
· 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
· Fluent in Englishin view of client coverage
· Completion ofin SIN: CACS Paper I & II)certification; CFA or equivalent is an advantage
· Knowledge of Reuters, Bloomberg and related banking systems