Investment Advisor
il y a 2 semaines
Description du poste
- Key responsibilities:
- Pro-actively interact with clients, providing them with advice and trade ideas and execute transactions
- Respond to clients’ reverse enquiries and keep a proper audit trail of recommendations made following regulatory requirements
- Ensure compliance with Mifid regulation in all aspects of the advisory workflow
- Generate investment ideas in line with the house view by leveraging financial markets developments (global macro, equities, credit, rates, FX, alternative strategies)
- Contribute to the production of Indosuez federal publications and take part in internal investment solutions forum
- Support senior Italian investment advisors servicing the banks’ key clients
- Monitor product penetration per asset class and formulate strategies and ideas to increase total penetration of MIS products & solutions-
- Date de prise de fonction
01/07/2023
- Poste avec management
Non
- Cadre / Non Cadre
Cadre
- Niveau d'étude minimum
Bac + 5 / M2 et plus
- Formation / Spécialisation
Master’s degree in finance, CFA
2/3 years in a similar position
- Niveau d'expérience minimum
3 - 5 ans
- Soft skills
- Strong knowledge of financial products and investment solutions across all asset classes, including derivatives - Good knowledge of portfolio construction techniques and asset allocation concepts - Passion for financial markets and economic matters - Organised, autonomous, rigorous and proactive in the daily business - Excellent writing and presentation skills
- Outils informatiques
- IT : Excel, VBA, Powerpoint, Bloomberg, Reuters Eikon
- Langues
Italian and English fluent, Spanish and or French are considered as strong asset
- Entreprise Indosuez Wealth Management
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