Job offer

Investment Advisor - Marché Middle East H/F

The Investment Advisor - Marché Middle East (m/f/d) supports clients in investment decisions and is responsible for the management of client portfolios. The position requires a university education in economics or finance and at least 6-10 years of experience in a similar position.

Job description

Job title

  • Investment Advisor - Marché Middle East H/F

Contract details

  • Contract type: CDI
  • Planned date of use: 01/08/2025
  • Management position: No
  • Category: Cadre

Tasks

  • Advising clients with an investment management mandate;
  • Operational monitoring: recording and processing of transactions, daily account tracking, creation of reports, etc;
  • Identification (and reporting) of client needs and distribution risks of products and the appropriateness of investment advice;
  • Monitoring the development of financial markets and recommended positions for clients, analyzing portfolios, proposing allocation ideas, preparing and presenting investment proposals;
  • Supporting relationship managers with customer needs.

Requirements

  • University degree in economics or finance;
  • At least 6-10 years of experience;
  • At least 6 years experience in a similar position;
  • Mastering investment products and financial markets, analyzing shares and investment assets.

Wanted skills

  • Ability to analyze and present investment decisions and portfolios;
  • Rigor and proactivity;
  • Ability to work in a team.

Technical requirements

  • Mastery of financial and office software;
  • Proficiency in French and English;
  • Knowledge of Arabic is an advantage.

Job details

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