PLEION Investment Adviser - Gestion De Fortune

Investment Data Operator

We are currently looking for a dynamic Investment Data Operator to join our growing team of qualified professionals.

At PLEION Investment Adviser, our clients are our only focus, and our people are our key to being a truly successful organisation. We are committed to providing you with a challenging and rewarding working environment for you to fulfil your career objectives. We will help you unlock your potential through first-hand exposure to our international expertise and Swiss origins.


Your responsibilities

  • Input and reconciliation of banking transactions
  • Update and follow-up of clients’ requests
  • Error management and performance control
  • Follow up of clients’ accounts
  • Value File controls or creation
  • Writing, submission and filing of reports


Qualifications and experience

  • Bachelor’s degree in Banking or Finance
  • 0 to 2 years of experience in related fields


Candidate profile

  • Attentive and organised
  • Proactive and self-motivated
  • Strong interpersonal, written and oral communication skills (English and French)
  • Computer literate
  • Open-minded, self-learning and rigorous
  • Team player and client oriented


Does this sound like you? If you meet the requirements and are ready to take up a challenging role, we invite you to submit your motivation letter and your CV by clicking here.

Successful candidates shall benefit from an attractive package based on qualifications and experience.


PLEION Investment Adviser Ltd reserves the right to contact only best suited candidates for the interview.