Senior MIT Advisor with Alternatives Focus, Switzerland - Zurich, Schweiz
Posted 17 days ago
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The Senior MIT Advisor will provide investment advisory coverage to sophisticated UHNW clients and family offices in Zurich, with a particular focus on alternative investments such as private equity and hedge funds. The role is client-facing and responsible for managing a book of portfolios, delivering asset allocation and strategic asset allocation advice, preparing pitch materials, executing orders and achieving revenue targets. The advisor will partner closely with Relationship Managers and internal partners (Legal, Compliance, Risk, Asset Management, Investment Bank) to deliver tailored solutions. Requires deep capital markets knowledge, alternatives expertise and 10+ years of relevant investment experience.
- Compensation
- Not specified
- City
- Zurich
- Country
- Switzerland
Currency: Not specified
Full Job Description
Senior MIT Advisor with Alternatives Focus, Switzerland
| Job ID:R0409585 | Full/Part-Time: Full-time |
| Regular/Temporary: Regular | Listed: 2025-12-18 |
| Location: Zurich | |
Position Overview
For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.
Our deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.
Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.
Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and DWS. We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.
We intend to hire a highly accomplished Investment Advisor to focus on investment coverage of sophisticated UHNW clients and Family Offices, with particular focus and expertise in Alternative investments. The Advisor will work closely with Relationship Managers and Product specialists to provide UHNW/FO clients with a sophisticated service around asset allocation structure and investment advisory.
This individual will bring a distinguished track record in advising wealth management clients on tailored solutions and will have deep knowledge of investment related platform capabilities in the wealth management industry. The ideal candidate will understand capital markets across asset classes but will be a designated champion of private equity investments and hedge fund solutions.
The Senior UHNW Investment Advisor is responsible for covering a book of client investment portfolios, as well as partnering with the Relationship Managers on prospecting efforts to deliver the Bank’s investment platform and specific solutions relevant and appropriate for the clients. The Investment Advisor is a client-facing role with full responsibility for the investment dialogue.
Key Responsibilities
Presenting the investment platform across all asset classes and solutions
Providing clients with comprehensive overview of our CIO forecasts and opinions
Act as the knowledge center on Alternatives positioning in the client portfolios across the regions
Preparing pitch documents, client presentation materials, and market analyses
Analyzing and selecting suitable investment solutions in line with client needs
Providing investment advice to clients and managing their after-sales experience
Executing client orders in investments/ capital markets in a timely and compliant manner
Providing Portfolio analyses and Strategic Asset Allocation advice
Responding to product related questions, issues, and problems
Achieving individual revenue and share of wallet targets, including supporting prospecting efforts of the Relationship Managers
Collaborate closely with key internal partners, including Legal, Compliance, Risk, Asset Management, and the Investment Bank
Understand and make sure to act in compliance with the Bank and regulatory policies, related to market risks, credit risks, operational risks, and reputational risks
Required Profile
Proven track record of managing and advising clients on investment portfolios
10 or more years of relevant investment experience
Fluent in delivering an economic outlook
Good knowledge of Bloomberg and Microsoft Office programs
Strong team player – willing and able to work under pressure, being able to prioritize tasks
Alternatives expert able to support investment managers and RMs in pitches related to private equity and/ or hedge funds
Works efficiently with precision even under pressure, using initiative and market experience to identify the best solution
Positive, outgoing, and open-minded personality
Clear understanding of and respect for applicable legal and regulatory concepts, including cross-border frameworks, and requisite local requirements
Strong communication skills (verbal and written) in English. Other languages are beneficial, considering exposure to clients from across Europe International regions
Ability to introduce existing client relationships considered a plus
Well-being & Benefits
Emotionally and mentally balanced
We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental healthPhysically thriving
We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thriveSocially connected
We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well beingFinancially secure
We support you to meet personal financial goals during your active career and for the future
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
