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Proactive Investment Advisor | Markets & Client Guidance
Job in
Genf, Geneva, Switzerland
Listed on 2026-09-03
Listing for:
Crédit Agricole Group
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Crédit Agricole Group recherche un spécialiste Wealth Solutions pour accompagner une clientèle privilégiée dans le cadre d'un mandat de Conseil en Investissement. Vous assurerez le conseil proactif et le suivi opérationnel des comptes.
Vous participerez à l'analyse des marchés et à l'identification des risques et conformité. Sur demande, vous accompagnerez les Relationship Managers lors des visites clients pour partager votre expertise en investissement.
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