Financial Services Specialist
Il y a 2 mois
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 transaction processing, 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 implementing investment strategies for clients.
- Providing regular market updates and analysis to clients and Wealth Managers.
- Collaborating with internal teams to ensure seamless client service delivery.
- Identifying and pursuing new business opportunities.
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