Portfolio Manager (m|f|x) Genf

ndosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024). With more than 145 years of experience serving families and entrepreneurs around the world, Indosuez Wealth Management offers a tailored approach that enables our clients to protect and develop their wealth according to their aspirations. Its teams take a comprehensive view and provide expert advice and exceptional service, offering a wide range of services for the management of both personal and professional assets. Recognised for its international dimension and human scale, Indosuez Wealth Management employs nearly 4,500 people in 16 locations around the world, in Europe, Asia-Pacific, America and the Middle East. With 215 billion euros in assets under management (as of 31/12/2024), Indosuez Wealth Management is one of the world's leading wealth management companies. The Indosuez Wealth Management network is represented in Monaco by CFM Indosuez Wealth Management, the Principality’s leading bank. Its roots go back to 1922, the year it was founded by major Monegasque families, some of whom still hold nearly 30% of its capital. In 2022, CFM Indosuez Wealth Management celebrated its 100th anniversary and was voted the best bank in the Principality by the international magazine Global Finance for the sixth consecutive year.

Aufgaben

• Gestion quotidienne des portefeuilles, incluant la mise en œuvre de stratégies sur-mesure ;
• Suivi des marchés financiers et des divers instruments financiers ;
• Développement de solutions personnalisées, propositions d’investissements ;
• Elaboration de rapports de gestion sur-mesure ;
• Participation aux différents comités en lien avec l’activité de Gestion Discrétionnaire ;
• Promotion de l'activité de Gestion Discrétionnaire auprès des Relationship Managers et des Clients ;
• Contribution à la croissance des actifs sous gestion en soutenant les Relationship Managers ;
• Participation aux réunions prospects et clients.

Kontakt

Paula Cabral

HR Business Partner

Standort

Quai du Général-Guisan 4, CH-1204 Genf