Junior Advisor Customer Structured Products

Job Title: Junior Advisor Customer Structured Products – LATAM Market & Middle East Market

Location: Privatam – Monaco

Contract type: CDI

Date: as soon as possible

Several jobs are currently available !

About Privatam

Privatam is revolutionising how to invest in customised products, making the process simpler, faster, and more accessible for wealth managers; it was founded in 2014 by four financial industry specialists determined to disrupt the customised investment market, and since 2015, Privatam has been offering the first-ever multi-investment bank product monitor. In 2018, it introduced the first-ever independent multi-bank price comparator in the world, and by 2022, it was handling over $11 billion worth of investment products for over 900 wealth managers in 15 countries. Today, from back to front end, the Privatam team is fully dedicated to offering a unique customer experience. Privatam is the undisputed leader in the market.

Your Role and Responsibilities

As a key player in our Customer Advisor Team, you’ll be at the heart of our growth, taking on diverse responsibilities and gaining valuable market expertise. You'll start by focusing on a specific market, with a clear path to becoming a Customer Advisor. Demonstrate exceptional performance, and you’ll unlock opportunities to collaborate with all the teams, covering their respective regions and broadening your experience on a global scale.

• Assisting the Customer Advisor Team in daily tasks such as pricing and pitching to clients.

• Preparing client proposals and contributing to trade ideas.

• Conducting market trend analyses to identify optimal investment solutions and enhance product structuring for clients.

• Booking structured products in our internal systems.

• Analysing performance and following up on product reports sent to clients.

• Coordinating with Structuring, Compliance, Middle, and Back Office teams.

• Onboarding new clients.

Your Profile

• Having a Master’s 2 degree from a business school or university, with a specialisation in financial markets.

• Previous experience in financial markets is required.

• Proficient in Bloomberg and MS Office.

• Speaking Spanish is mandatory

• Fluent in English and French, Portuguese is a plus.

• Strong team player with excellent attention to detail.

• Dynamic, rigorous, and able to thrive under pressure.

• Sales Profile

We are looking for several ambitious, positive and motivated candidates to support our expansion in :

LATAM – You must speak Spanish fluently and understand the region’s financial culture.

Middle East – You must speak English fluently and understand the region’s financial culture.

Additional Benefits

- Professional Development : Hands-on experience in asset management and structured products

- Opportunities for Growth : we offer a competitive and performance-driven compensation package that reflects both market standards and individual contributions. We believe in rewarding talent and dedication, providing ample opportunities for growth and career progression. Joining our company and progressing to an advisor role opens the door to significantly higher rewards and compensation.

Application Process

Interviews are starting immediately, with a targeted start date as soon as possible.

If you are ready to take on a challenging and rewarding role in a vibrant financial environment, apply now and take the first step towards an exciting career at Privatam !