Your field of responsibility
Join us as an Equity Sales to provide advisory and execution on Equities and Structured Products to Direct-Access-Clients (DACs), including both UHNWI and HNWI, in our Wealth Management Division. Our product shelf includes a suite of equity solutions, which you will be promoting to Relationship Managers (RMs) and Investment Consultants (ICs) as well. You will be working together other Equity Sales Advisors to provide timely tactical trading ideas via macro, fundamental and technical analysis for the broader audience, as well as tailor-made investment proposals and portfolio reviews for individual clients. You will be working closely with multiple stakeholders internally and externally, including but not limited to Research from Global Markets/ Wealth Management (e.g. Analyst conference calls), COO/ Compliance to ensure marketing materials are compliant and external counterparties to ensure the best execution and keeping tabs on market development.
Your future colleagues
Join a team of highly motivated equity advisors to provide timely and actionable trading ideas to clients. This is an excellent platform for personal and professional development with highly committed and collaborative team in a fast-paced environment.
We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.
This position offers remote working opportunities for an agreed amount of days per week.
Your skills and experience
We are looking for a self-motivated individual who is passionate about the equities' market, together with strong communication / relationship building skills.
To excel in this role, you should possess below:
Relevant University or Graduate Degree with a sharp analytical mind is essential
Relevant working experiences in equities and derivatives preferred
Keen interest in equities and able to keep tabs on the latest market developments
Disciplined work approach with respect to our risk and control obligations, as well as passion for driving improvement
Fluency in English and Mandarin (orally and written) is mandatory given the market coverage
CFA / FRM / CAIA holders preferred
Advanced Excel, PowerPoint and Bloomberg skills. Knowledge on VBA and SQL is a plus
Dedication to fostering an inclusive culture and value diverse perspectives
Your new employer
Find a new home for your skills, ideas, and ambitions. Credit Suisse offers you the ideal environment to progress your career, attractive benefits and excellent training.
We are a leading wealth manager with strong global investment banking capabilities founded in 1856. Headquartered in Zurich, Switzerland, and with more than 45,000 employees from over 150 nations, we are always looking for motivated individuals to help us shape the future for our clients.
Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success. We are committed to building a culture of inclusion with a deep sense of belonging for all of us. We will consider flexible working opportunities where possible. Our bank provides reasonable accommodations to qualified individuals with disabilities, as well as those with other needs or beliefs as may be protected under applicable local law. If you require assistance during the recruitment process, please let your recruiter know.