Team Manager for Roole, enhancing customer experience and managing a diverse team in Boulogne - Billancourt. Seeking dynamic individuals with team management expertise and a focus on client relations.
About the role
- Manager supporting product management and generating investment ideas across asset classes in Private Banking. Collaborating on wealth management activities and product support initiatives.
Responsibilities
- To aid the product Management team in structuring the Product Offering and to support in generate new product Investment Ideas across different asset Classes (Fixed Income, Equities, Structured Products, FX and Funds) which will be offered in Private Banking and Mashreq Gold
- To provide overall support for Wealth Management Activity involving Product Design and Presentations, Process design, data Analysis and Research related to financial Markets.
- To support Wealth Related Projects which will require a very good understanding of order management and execution, client profiling, Investment suitability and Risk rating investment Products.
- Work along with Product Specialists to create Promotion materials for various products & investment solutions
Requirements
- Currently pursuing a profession designation such as Chartered Financial Analysis Designation (CFA) or any other Investment Related Designation
- Work experience on using Bloomberg and other tools like Morningstar Direct, Structured Notes Pricer tools
- Good understanding of Financial Products and Global Financial markets
- Detail oriented and comfortable working in a fast-paced office environment
- Good communication (written and oral) and interpersonal skills
- Able to work independently and in a team environment
- Proficiency in MS Office with expertise in Microsoft Word, PowerPoint and Excel
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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