Analyst- International Private Bank- Dutch Desk (Zurich Ba

First Year Analyst vacancies in leading International Private Bank Geneva/Zurich/Munich

Role Description

The Sales Analyst provides sales and client maintenance support to the Team in the provision of all services on behalf of PWM clients, including provision of advisory or execution only services and oversight of discretionary accounts. Helps the team with their prospecting efforts. Informs and updates clients of latest market developments and Firm recommendations across all asset classes. Contributes to the sales, marketing and new product development initiatives as directed by the Investment Advisor. Develops a good understanding of the local regulatory requirements of the investment advisory business and applies this knowledge appropriately.

Responsibilities

Create and prepare marketing materials for presentations
Assist in structuring & managing client accounts
Remain abreast of market conditions and be able to provide information to clients and team members
Follow closely Firm Research and effectively communicate investment views to Investment Advisor and clients
Monitor, review and analyse advisory portfolios
Analyse existing and prospective clients in order to determine investment capabilities
Provide client service
Understand the prospecting strategy and its implementation and actively engage in prospecting
Contribute to sales marketing and new product development initiatives
Understand & assist with the administrative and support functions on the team
Develop an understanding of the banks ongoing product range
Develop an awareness of the investment process

The successful candidate will have banking experience in a client facing role, possess a strong academic background preferably in finance or economics and a highly regarded professional with relevant experience. They will also be able to demonstrate entrepreneurial flair, an interest in financial markets, exhibit analytical and/or research skills, be a team player and have excellent interpersonal and communication skills. The candidate must be qualified to Degree level.

We are currently looking for candidates for the following roles;

French/Russian Desk (Geneva Based) Fluency in French and Russian essential
Dutch Desk (Zurich Based) Fluency in English is essential, fluency in Dutch is a strong preference
Israeli Desk (Zurich Based) Fluency in English and German essential, Russian preferred
UK Desk (Geneva Based) Fluency in English essential, French speaking preferable
German Desk (Munich Based) Fluency in English and German essential

Please note that ONLY those candidates with the above experience will be considered