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Modified on 12/12/2024
La mission centrale du Portfolio Guardian vise à garantir aux clients confiant à la Banque un mandat de gestion discrétionnaire (Gestion Centralisée, Gestion Décentralisée, ou à l’Advisory/Produits Structurés) et à la Direction que l’activité est exercée dans le plus strict respect des normes légales, réglementaires et professionnelles en vigueur et conformément à leurs intérêts. Dans le cadre de vos fonctions, vous serez en charge :
d'élaborer et de mettre en oeuvre des contrôles périodiques réguliers dans le cadre général d'exercice du métier de gestion de fortune sous mandat;
d'assurer la liaison avec les auditeurs internes et externes au cours des examens périodiques;
de participer aux développements et à l'amélioration continue des différents contrôles et suivis des mandats de gestion;
de rédiger des rapports internes de non-conformité et d'informer les responsables métier afin qu'ils puissent mettre en oeuvre les actions correctives nécessaires
d'effectuer le suivi des ajustements des anomalies constatées lors des contrôles périodiques.
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 its wealth management activities in Switzerland, the Middle East and Asia , the bank is also active in capital markets as well as trade and commodity finance for commodity traders and export companies. Present in Switzerland since 1876, it currently has about 1'000 specialists in commercial, product and service functions, as well as support and control. Its teams combine their knowledge of the local environment with the vast expertise and opportunities of the global network of Indosuez Wealth Management, Corporate and Investment Banking (Crédit Agricole CIB) and the Crédit Agricole Group. By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.
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