Investment Advisor
Vor 2 Tagen
Description du poste
- Au sein du Département Marketing, Investments & Structuring, vous serez en charge des missions suivantes:
- Conseil proactif sur un portefeuille de clients (ayant opté pour un mandat de Conseil en Investissement) ;
- Gestion du suivi opérationnel (saisie et traitement des opérations, suivi quotidien des comptes, établissement de reportings, etc.) ;
- Identification et gestion des risques et de la conformité ;
- Suivi des marchés financiers (suivi de l'évolution des marchés financiers, suivi des positions recommandées aux clients, etc.) ;
- Sur demande, accompagnement des Responsables de Comptes lors de visites de clients afin d'apporter ses connaissances en matière d'investissement.-
- Poste avec management
Non
- Cadre / Non Cadre
Cadre
- Niveau d'étude minimum
Bac + 5 / M2 et plus
- Formation / Spécialisation
Formation universitaire en économie ou en finance.
Expérience de 6 ans minimum dans une position similaire.
- Maîtrise certifiée des produits d'investissement et des marches financiers, techniques d'analyse des valeurs boursières et d'idées d'investissement ;
- Niveau d'expérience minimum
6 - 10 ans
- Soft skills
Vous disposez d'une très bonne capacité d'élaboration et de présentation d'argumentaires de décisions d'investissement et de reportings. Vous faites preuve de rigueur et de proactivié et vous aimez le travail en équipe, alors n'hésitez pas à postuler
Domicile en Suisse requis.
- Outils informatiques
- Maitrise des outils et logiciels financiers et bureautiques usuels.
- Langues
Maîtrise du français et de l'anglais. Excellentes connaissances de l'arabe.
- Entreprise Indosuez Wealth ManagementÀ propos de CA Indosuez (Switzerland) SA CA Indosuez (Switzerland) SA est l'un des établissements de référence de la place financière suisse, figurant parmi les cinq premières banques étrangères du pays. Outre ses activités de Gestion de Fortune en Suisse, au Moyen Orient et en Asie, la banque est également active dans les domaines des Marchés de Capitaux, du Financement Transactionnel de Matières Premières et de la Banque Commerciale. Présente en Suisse depuis plus de 140 ans, elle compte aujourd'hui environ 1000 spécialistes répartis dans les fonctions commerciales, de produits et de services, ainsi que de support et de contrôle. Ses équipes conjuguent ainsi leurs connaissances de l'environnement local avec les nombreuses expertises et possibilités d'action du réseau mondial d'Indosuez Wealth Management, de la Banque de Financement et d'Investissement (Crédit Agricole CIB) et du Groupe Crédit Agricole.
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