Join us as an Equity Sales to provide advisory and execution on Equities and Structured Products to Direct-Access-Clients (DACs), including UHNW, Global Family Office, Financial Intermediaries. You will be providing timely tactical trading ideas via macro, fundamental, and technical analysis, on the back of our Research and House View. You will develop and maintain strong client relationships, understand their needs including goals/ objectives and risk tolerance. You will also have to identify sales opportunities, coordinate efforts, monitor progress, drive for efficiency, and adhere to guide-lines & policies.
Your future colleagues
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.
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.
Your skills and experience
We are looking for a self-motivated individual who is passionate about investment solutions, together with strong communication and relationship building skills
- At least 5 years of working experiences in equities and/or structured products. Experience in Fixed Income or other asset classes is a plus.
- Successful track record in relationship management, ideally in investment advisory.
- Diligent 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.
- University degree. CFA/ FRM / CAIA holder is a plus.
- Dedication to fostering an inclusive culture and value diverse perspectives.
