University Graduate – Portfolio Specialist

He or she will be responsible for: Providing inputs from an asset allocation perspective Reviewing individual positions to identify risks and opportunities reflecting the view of the Global Asset Class Specialists, leveraging the value chain Helping scale portfolio action based on Global Asset Class Specialists’ recommendations Providing a more standardised advisory experience for Advice Premium clients, and helping retain and grow their assets with the Bank Work collaboratively with the Global Asset Class Specialists and Relationship Managers to review and rebalance Advice Premium client portfolios Develop a scalable process to analyse Advice Premium client portfolios efficiently Develop and maintain a database of conviction ‘Buy’ ideas, as well as “Sell” recommendations Keep updated on changes in the Bank’s Research and CIO views Generate presentation materials (supplementary information, charts, tables, etc.) for Relationship Managers to discuss with their client

The Portfolio Reviews Specialist Team is responsible for providing scalable support to improve portfolio advisory quality and support recurring revenues.

• Master's degree from a university or university of applied sciences with above-average grades in Banking & Finance (graduation max. 12 months ago)

• Initial practical experience in an Asset Class/ Product or Portfolio Management

• Passion for wealth management and a desire to create value beyond wealth

• A global mindset, excellent interpersonal skills, and a strong appetite for learning

• Fluency in English and German, with additional languages being a plus

• Eligibility to work in the country where you apply for the position