Active Advisor

vor 1 Tag


Geneve, Schweiz Indosuez Wealth Management Vollzeit

Description du poste
- 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.-
- Niveau d'étude minimum
Bac + 5 / M2 et plus
- Formation / Spécialisation
- Formation universitaire en économie/finance.
- 5 ans minimum d'expérience dans un poste similaire.
- Niveau d'expérience minimum
6 - 10 ans
- Soft skills
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.
- 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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