Investment Advisor - Marché Middle East H/F
Vollzeit
CA Indosuez Switzerland
Au sein du Département Wealth Solutions, 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, de la conformité, des règles de distribution des produits et de l'adéquation du conseil en investissement Suivi de l'évolution des marchés financiers et des positions recommandées aux clients, analyse des portefeuilles, suggestion d'idées d'arbitrage, préparation et présentation de propositions d'investissement Accompagnement des Relationship Managers lors de visites de clients. Expérience de 6 ans minimum dans une position similaire. Maîtrise certifiée des produits d'investissement et des marchés financiers, techniques d'analyse des valeurs boursières et d'idées d'investissement. Formation universitaire en économie ou en finance..
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