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Investment Advisor

Il y a 2 mois

Monaco, France Indosuez Wealth Management Temps plein

About the Role

As an Investment Advisor at Indosuez Wealth Management, you will play a key role in ensuring the success of our clients who have opted for an Investment Advisory mandate. You will be part of the Markets Division team and will be responsible for:

  • Proactive Client Counseling: Providing expert advice to clients on investment opportunities and strategies, in collaboration with the Wealth Management team.
  • Business Development: Working closely with Wealth Managers to transform client relationships into advisory mandates, driving business growth and expansion.
  • Operational Management: Managing the day-to-day operations of client accounts, including trade execution, account management, and reporting.
  • Risk Management and Compliance: Identifying and mitigating risks associated with investment activities, ensuring compliance with cross-border regulations and guidelines.
  • Market Analysis: Staying up-to-date with market trends and developments, providing insights and recommendations to clients and Wealth Managers.
  • Client Relationship Management: Collaborating with Wealth Managers to deliver exceptional client service, providing investment expertise and guidance to clients.

Key Responsibilities

As an Investment Advisor, you will be responsible for:

  • Developing and maintaining strong relationships with clients and Wealth Managers.
  • Providing expert advice on investment opportunities and strategies.
  • Managing client accounts and ensuring timely execution of trades.
  • Identifying and mitigating risks associated with investment activities.
  • Staying up-to-date with market trends and developments.

Requirements

To be successful in this role, you will need:

  • Strong knowledge of financial markets and investment products.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Strong analytical and problem-solving skills.
  • Proficiency in Microsoft Office and other relevant software.