Private Banking Business Development Manager | Credit Suisse | Melb / Syd | Job Share (3 days)

Credit Suisse
  • Post Date: April 26, 2018
  • Apply Before: July 1, 2019
  • Views 1120
Job Overview

At Credit Suisse we are proud to be going to market for our first job-share role in our Relationship Management team in Sydney!

We offer:

  • A challenging front-office role focused on the acquisition and management of client relationships providing comprehensive advice and a broad range of investment products and services tailored to the complex needs of high-net-worth individuals whilst working toward specific individual, team and market asset and revenue targets
  • Market leading products, tailored solutions and services supported by a holistic advisory approach for high and ultra-high net worth clients
  • Best-in-class specialist knowledge and product expertise in developing solutions for clients in the creation, management and transfer of their wealth
  • Reputation as an agile and entrepreneurial world class Swiss Private Bank and the opportunity to serve as a brand ambassador
  • Integrated “OneBank” business model which fosters collaboration between internal divisions, teams and specialists to deliver cross selling opportunities, especially between Investment Banking and Private Banking
  • Continuous professional career development in a world leading bank
  • A flexible role to develop sales strategies for existing and/or growing business within specific client segments
  • The possibility to achieve RM Frontline Training Certification
  • Competitive and attractive employment package
  • Job share days of work – Monday to Wednesday or Wednesday to Friday with Wednesday as a handover day with job share colleague

You offer:

  • Proven track record of minimum 5+ years of relevant banking experience focused on client acquisition and the management of wealth for clients – note: non-banking sales experience will be considered for exceptional candidates
  • Excellent client relationship management skills
  • Ability to acquire new clients through referrals, own network and the active prospecting of high net worth and ultra-high net worth individuals
  • Ability to identify business opportunities, negotiate and close business deals
  • Prospect for potential new clients and turn this into increased business
  • Strong financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions to clients
  • First class presentation and communication skills; able to listen, guide and influence internal and external stakeholders
  • Drive and motivation to work in a target driven and high performance, client-centric culture
  • A team player with the highest professional work ethic and standards who is decisive, innovative and able to cope under pressure
  • Financial market and product knowledge across asset classes, corporate and investment banking, will be well regarded
  • Forward thinking mindset for the development and advancement of digital banking solutions; a technologically savvy personality able to introduce innovative tools and solutions to clients
  • High level of professional and personal integrity; ensuring all work activities meet the high compliance standards of Credit Suisse and are performed in line with internal and external guidelines and regulatory policies
  • Ability to set goals and prioritise activities to maximise business growth and client satisfaction
  • Degree from a university or an institute of higher education
  • Completion of CFA or equivalent is an advantage
  • Fluent in English and conversant in view of client coverage

Expressions of Interest

Please express your interest if you’d like to join the Credit Suisse Private Banking team and think you might thrive in our environment. Please put together a cover letter with what you bring to the team and why this is a great career opportunity for you and apply through Beam.