Investment Manager

vor 1 Monat


Geneve, Schweiz Indosuez Wealth Management Vollzeit

Description du poste
- Au sein du Wealth Management, vous serez en charge de la gestion des portefeuilles et de la promotion de l’offre de Gestion Discrétionnaire auprès des Relationship Managers et des Clients. Dans ce cadre, vos principales missions seront les suivantes:

- Répondre aux différentes demandes des Relationship Managers concernant l’élaboration des propositions d’investissement.
- Apporter un support aux Relationship Managers dans le suivi de la relation commerciale ;
- Participer aux réunions de clientèle ;
- Mettre en place des rapports de gestion en fonction de la demande des Clients ;
- Contribuer à l’implémentation de la stratégie d’investissement pour les portefeuilles standards et à la gestion des portefeuilles sur-mesure, en ligne avec la stratégie Indosuez.-
- Date de prise de fonction
01/01/2023
- Poste avec management
Non
- Niveau d'étude minimum
Bac + 5 / M2 et plus
- Formation / Spécialisation
Master Finance ou équivalent.
Expérience Portfolio Management ou Advisory (Fixed Income un atout).
- Niveau d'expérience minimum
3 - 5 ans
- Soft skills
Vous faites preuve de rigueur, d'initiative et d'engagement. Vous disposez d'un excellent sens de la communication et du service à la clientèle ainsi que de très bonnes capacités analytique et de synthèse. En plus, vous aimez travailler d'équipe, alors n'hésitez pas à postuler Domicile en Suisse requis.
- Outils informatiques
- Maîtrise de MS Office ;
- Bloomberg / Refinitiv Eikon.
- Langues
Maîtrîse du français et de l'anglais (toute autre langue 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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