Active Advisor
vor 2 Wochen
Types de métiers Crédit Agricole S.A. - Analyse financière et économique
**Types de métier complémentaires**:
Types de métiers Crédit Agricole S.A. - Gestion d'Actifs
Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients
**Intitulé du poste**:
Active Advisor H/F
**Type de contrat**:
CDI
**Missions**:
Vous serez en charge de la promotion et du conseil sur les différents produits et solutions financières auprès des clients, avec un focus sur le forex et les produits structurés.
Vos principales responsabilités:
- Analyser les tendances, les mécaniques de marché et formule des recommandations/conseils d'investissement ;
- Conseiller les clients sous mandat sur toutes les classes d'actif ( actions, obligations, dérivés, produits structurés, change et métaux précieux) ;
- Assurer la promotion de l'offre « Active Advisory » auprès de notre Clientèle et des Relationship Managers ;
- Assurer le suivi des portefeuilles, des recommandations et solutions proposées aux clients sous mandat ;
- Exécuter les opérations décidées par les clients sous mandat dans le cadre des limites autorisées ;
- Rédiger et publier la documentation dédiée aux clients ;
- Participer aux projets de développement de l'Active Advisory.
**Localisation du poste**:
**Zone géographique**:
Europe, Suisse, Genève
**Ville**:
GENEVE
**Niveau d'études minimum**:
Bac + 5 / M2 et plus
**Formation / Spécialisation**:
- Formation universitaire en économie/finance.
**Niveau d'expérience minimum**:
6 - 10 ans
**Expérience**:
- 5 ans minimum d'expérience dans un poste similaire.
**Compétences recherchées**:
Vous disposez d'une très bonne connaissance des produits d'investissement, en particulier du forex et des produits structurés. En plus de votre entregent, vous avez un excellent sens du service à la clientèle, une grande capacité analytique et une bonne gestion des priorités. Vous aimez le travail en équipe, alors n'hésitez pas à postuler
Domicile en Suisse requis.
**Outils informatiques**:
Maîtrise de MS Office.
**Langues**:
Maîtrise du français et de l'anglais. L'espagnol un atout.
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