Lead client engagement and investment discussions for the Swiss Xtrackers team, driving business development and providing ETF expertise across multiple asset classes.
Responsibilities
Engage with prospects and clients, including cold calling
Organise client meetings with the private wealth team
Deliver investment presentations and educational workshops
Contribute to strategic account planning and business development initiatives
Build relationships with investment professionals across Switzerland
Requirements
Nice to have: German
Nice to have: French
Nice to have: Experience with professional investors
Deliver comprehensive insights into PB COO business operations by providing regular support on Full-Time Equivalent (FTE) and Headcount (HC) related matters.
Assist with navigator tasks and actively contribute to initiatives led by the PB supervision team.
Execute organisational updates and manage the creation of job requests within the Workday platform.
Collaborate with various teams to obtain necessary approvals for changes in Workday or for job requests.
Conduct detailed tracking of FTE on a line-by-line basis, develop forecasts, and review FTE dashboards, including offering commentary and analysis.
Lead and execute marketing strategy for UTHealth Houston’s clinical practices, driving patient acquisition and referral growth in the Greater Houston market and beyond.
Responsibilities
Partner with physician and administrative leaders to develop annual marketing plans
Collaborate on integrated campaigns across paid, owned, and earned channels
Coordinate with clinic operations to align marketing activity with provider capacity
Strengthen digital front door and online presence
Develop patient acquisition and retention programs using CRM and marketing automation
Assess commodity derivatives models, including their assumptions, methodology, implementation, and limitations.
Apply quantitative methods to evaluate model behaviour and derivative pricing.
Communicate findings, model risks, and recommendations clearly to stakeholders.
Participate in the wider team validation activities and validation initiatives within MoRM.
Requirements
PhD or Masters in a numerate subject such as Mathematics, Financial Mathematics, Physics, or Statistics; alternatively, a relevant postgraduate qualification or equivalent work experience.
Vice President, ETF & Investment Solutions Specialist responsible for client engagement, investment discussions and business development across private banks, wealth managers, family offices and independent asset managers in Switzerland.
Responsibilities
Engage with prospects and clients, including cold calling
Organise client meetings with private wealth team
Deliver investment presentations and educational workshops
Contribute to strategic account planning and business development initiatives
Build relationships with investment professionals across Switzerland
Lead the Estate Planning proposition: Define the Belgian Estate Planning strategy, lead and develop the team, set professional standards and ensure expertise is effectively deployed across Private Banking and Wealth Management.
Advise on complex wealth situations: Act as senior expert on succession and wealth transfer, gifts and wills, matrimonial property, family-business succession, family governance and cross-border estate planning.
Drive client and commercial impact: Partner with Private Bankers and Wealth Managers in strategic client and prospect situations, identify Estate Planning opportunities and contribute to acquiring, developing and retaining HNW/UHNW relationships.
Deliver holistic solutions: Connect Estate Planning with investment, discretionary management, lending and other wealth-management capabilities, working closely with internal specialists and clients' external legal, tax and notarial advisers.
Ensure strong governance: Monitor relevant legal and tax developments, ensure appropriate documentation and compliance with the Bank's policies and risk framework, and maintain clear boundaries between Estate Planning support and regulated legal, tax or notarial advice.
Requirements
Master's degree in Law, Tax Law, Notarial Law or a related field.
Skills
Best in class leave policy
Gender neutral parental leaves
100% reimbursement under childcare assistance benefit
Sponsorship for Industry relevant certifications and education
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