Investment Advisor - Marché Amérique Latine H/F

Job description

Within the Wealth Solutions Department, you will be responsible for the following activities:

• Provide proactive advice to a portfolio of clients who have chosen an Investment Advisory mandate.
• Manage operational follow-up, including entering and processing transactions, daily account monitoring and preparing reports.
• Identify and manage risks and compliance requirements.
• Monitor financial markets, recommended positions and their evolution for clients.
• When requested, accompany Relationship Managers on client visits to provide investment expertise.

Profile

• University degree in economics or finance.
• At least 6 years of experience in a similar position with Latin American, particularly Brazilian, clients.
• Certified mastery of investment products, financial markets, stock analysis techniques and investment ideas.
• Strong ability to develop and present investment decision rationales and reports.
• Rigorous, proactive and collaborative approach.
• Residence in Switzerland required.
• Proficiency with standard financial and office software.
• Fluency in French and Portuguese, with excellent knowledge of Spanish and English.

About CA Indosuez (Switzerland) SA

CA Indosuez (Switzerland) SA is one of the leading institutions of the Swiss financial center and one of the top five foreign banks in the country. Beyond wealth management activities in Switzerland, the Middle East and Asia, the bank is also active in capital markets and trade and commodity finance. Present in Switzerland since 1876, it has approximately 1,000 specialists across commercial, product and service functions, as well as support and control.

Its teams combine local expertise with the global network of Indosuez Wealth Management, Crédit Agricole CIB and the Crédit Agricole Group.