Investor
UKG (Ultimate Kronos Group) · Zürich · Kanton ZH · 100%
Automatisch bewerben · Originalinserat beim Unternehmen
Aufgaben und Verantwortlichkeiten
- Conduct portfolio reviews with clients looking for strategic and tactical opportunities in all asset classes and appropriate investment products based on client's risk profile.
- Develop, close sales and monitor complex investment products
- Proactively participate in the investment team
- Establish a close working relationship with internal clients (Bankers).
- 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 client.
- Compliance with laws, rules, regulations and the bank's code of conduct and AML policies and procedures.
Anforderungen
- Bachelor's degree in finance, economics or related field
- MBA or CFA/CFA preferred
- Minimum of 5 years work experience in Private Banking of other related Financial Markets experience.
- Internal candidates: consistent strong performance in current role (Upper L or Expected Performance + at least 2 raises in the past 3 cycles)
- 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
Vorteilhafte Kenntnisse und Erfahrungen
- 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.
Über UKG (Ultimate Kronos Group)
UKG ist ein US-amerikanischer Anbieter von HR-Software.
Entstanden aus Fusion von Kronos und Ultimate Software.
Die Plattform deckt Personalverwaltung, Payroll und Workforce ab.
Hauptsitz ist in Lowell, Massachusetts und Weston, Florida.