Mandate Solutions Senior Specialist Private Banking - Director
Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, we have a global reach with operations in about 50 countries and employ more than 45,000 people from over 150 different nations. Embodying entrepreneurial spirit, Credit Suisse delivers holistic financial solutions to our clients, including innovative products and specially tailored advice. Striving for quality and excellence in our work, we recognize and reward extraordinary performance among our employees, provide wide-ranging training and development opportunities, and benefit from a diverse range of perspectives to create value for our clients, shareholders and communities. We are Credit Suisse. We Offer
This position will be focused on enabling the mandate business for assigned market coverage (i.e. Greater China in Singapore) as well as assigned expertise coverage (primarily Fixed Income mandates). It will involve collaborating with Portfolio Managers, Investment Consultants, and Relationship Managers, to acquire and retain Discretionary and Advisory Mandates from Private Banking Clients. You will also be part of the process for delivering the overall Mandate Solutions platform (in collaboration with Products COO and Advisory Solutions), preparing proposal and review materials, formalities, writing portfolio commentaries, digital content, and ensuring a positive Client Experience to both internal and external parties in a fully compliant manner.
Your future colleagues
You will be part of a team of 7 such dedicated Mandate Solutions professionals (the next most senior besides the Line Manager), and part of the broader team of Managed Solutions, which includes Funds, ETFs, and Alternative Investments. Collectively, we are proud Product Owners of the highest quality investment products and services that enable the delivery of the bulk of APAC Private Banking's recurrent You Offer
Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success.