Investment Advisor
il y a 2 semaines
Type de métier:
Types de métiers Crédit Agricole S.A. - Gestion d'Actifs
Types de métier complémentaires:
Types de métiers Crédit Agricole S.A. - Financement et Investissement
Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients
Intitulé du poste:
Investment Advisor - H/F
Type de contrat:
CDI
Date prévue de prise de fonction:01/08/2023
Poste avec management:
Non
Cadre / Non Cadre:
Cadre
Missions:
Key responsibilities:
- Proactively interact with clients, providing them with advice and trade ideas and execute transactions
- Respond to clients' reverse enquiries and keep a proper audit trail of recommendations made following regulatory requirements
- Ensure compliance with Mifid regulation in all aspects of the advisory workflow
- Generate investment ideas in line with the house view by leveraging financial markets developments (global macro, equities, credit, rates, FX, alternative strategies)
- Contribute to the production of Indosuez federal publications and take part in internal investment solutions forum
- Support senior Investment Advisors servicing the banks' key clients
- Monitor product penetration per asset class and formulate strategies and ideas to increase total penetration of MIS products & solutions
Localisation du poste:
Zone géographique:
Europe, Luxembourg
Ville:
LUXEMBOURG
Niveau d'études minimum:
Bac + 5 / M2 et plus
Formation / Spécialisation:
Master's degree in finance, CFA
Niveau d'expérience minimum:
- 5 ans
Expérience:
2/3 years in a similar position
Compétences recherchées:
- Strong knowledge of financial products and investment solutions across all asset classes, including derivatives
- Good knowledge of portfolio construction techniques and asset allocation concepts
- Passion for financial markets and economic matters
- Organised, autonomous, rigorous and proactive in the daily business
- Excellent writing and presentation skills
Outils informatiques:
- IT : Excel, VBA, Powerpoint, Bloomberg, Reuters Eikon
Langues:
French and English fluent, an additional southern Europe language is considered as a strong asset.
-
Investment Advisor
il y a 2 semaines
Luxembourg, Luxembourg CA Indosuez Wealth (Group) Temps pleinType de métier:Types de métiers Crédit Agricole S.A. - Gestion d'ActifsTypes de métier complémentaires:Types de métiers Crédit Agricole S.A. - Financement et InvestissementTypes de métiers Crédit Agricole S.A. - Commercial / Relations ClientsIntitulé du poste:Investment Advisor - Italian Market H/FType de contrat:CDIDate prévue de prise de...
-
Investment Advisor
il y a 2 semaines
Luxembourg, Luxembourg Indosuez Wealth Management Temps pleindu poste Key responsibilities: Proactively interact with clients, providing them with advice and trade ideas and execute transactions Respond to clients' reverse enquiries and keep a proper audit trail of recommendations made following regulatory requirements Ensure compliance with Mifid regulation in all aspects of the advisory workflow Generate investment...
-
Investment Advisor
il y a 2 semaines
Luxembourg, Luxembourg Indosuez Wealth Management Temps pleindu poste Key responsibilities: Proactively interact with clients, providing them with advice and trade ideas and execute transactions Respond to clients' reverse enquiries and keep a proper audit trail of recommendations made following regulatory requirements Ensure compliance with Mifid regulation in all aspects of the advisory workflow Generate investment...
-
Investment Controller
il y a 2 semaines
Luxembourg, Luxembourg PATRIZIA Real Estate Investment Management Temps pleinPATRIZIA:A leading partner for global real assetsAs Investment Controller (M/F/d) you will play a key role within the investment steering & management team in Luxembourg.Your responsibilitiesAs an Investment Controller you are responsible for the management of our investments in real estate companies local and abroad.Your area of responsibility primarily...
-
Investment Advisor
il y a 2 semaines
Luxembourg, Luxembourg Banque Internationale à Luxembourg (BIL) Temps pleinFounded in 1856, Banque Internationale à Luxembourg (BIL) is the oldest multi-business bank in the Grand Duchy. It has always played an active role in the main stages of development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on financial markets. Employing more than 2,000 people, BIL is present in...
-
Investment Advisor
il y a 2 semaines
Luxembourg, Luxembourg Select Luxembourg Temps pleinOrganisation and department descriptionOur client is an international bank. With more than 2 000 employees, this renowned structure is specialized in retail, private and corporate banking, as well as on major capital markets.Job descriptionYour tasks will include the following:Collect and analyze financial information; Make investment proposals to private...
-
Investment Advisor
il y a 2 semaines
Luxembourg, Luxembourg Banque Internationale à Luxembourg (BIL) Temps pleinDescriptionFounded in 1856, Banque Internationale à Luxembourg (BIL) is the oldest multi-business bank in the Grand Duchy. It has always played an active role in the main stages of development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on financial markets. Employing more than 2,000 people, BIL is...
-
Financial Instruments Advisor
il y a 2 semaines
Luxembourg, Luxembourg European Investment Bank Temps pleinThe EIB, the European Union's bank, is seeking to recruit for its Operations Directorate (OPS) - Advisory Services Department (AS) - Climate & Social Finance Advisory Division (Clim&Social) - SMEs and Social Impact Unit (SME&Soc) at its headquarters in Luxembourg, a (Senior) Financial Instruments Advisor.**This is a full time position at grade 5/6 for which...
-
Client Advisor
il y a 2 semaines
Luxembourg, Luxembourg Fyte Temps pleinOur client is a well-established investments firm, serving as an independent asset manager that currently oversees several billion dollars for individuals, families, and institutions globally.To enhance their team in Luxembourg, we are actively seeking three Client Advisor profilesThe first profile requires fluent Dutch proficiency in both spoken and written...
-
Senior Investment Advisor
Il y a 3 mois
Luxembourg, Luxembourg Banque Internationale à Luxembourg (BIL) Temps pleinFounded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. From its foundation, the BIL has always played an active role in the development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on major capital markets. Employing more than 2 000 people, BIL is...
-
Senior Investment Advisor
il y a 4 semaines
Luxembourg, Luxembourg Banque Internationale à Luxembourg (BIL) Temps pleinFounded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. From its foundation, the BIL has always played an active role in the development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on major capital markets. Employing more than 2 000 people, BIL is...
-
Luxembourg Legal Advisor
il y a 2 semaines
Luxembourg, Luxembourg Do recruitment advisors Temps pleinContract Type:PermanentLocation:LuxembourgSalary:Market relatedStart Date:Reference:JOContact Name:Sonia KoulikoffJob published:20 November 2023LUXEMBOURG LEGAL ADVISOR (M/F)THE JOB:DO Recruitment Advisors is delighted to represent its client, an international management company, in its search for a Luxembourg Senior Legal Advisor.Within the Luxembourg Legal...
-
Infrastructure Investment Director
il y a 2 semaines
Luxembourg, Luxembourg ur-capital Temps pleinOur client is a European mid-market infrastructure fund manager with a successful track record in various infrastructure sectors such as transportation and mobility, district heating, fiber, and EV charging. As an independent Alternative Investment Fund Manager wholly owned by its partners, our client has raised more than €4 Billion in capital with an...
-
Investment Management Oversight Manager
il y a 2 semaines
Luxembourg, Luxembourg GAM Investments Temps pleinAMBITIOUS? BRIGHT? RIGHT? GAM is one of the world's leading independent asset managers. We provide differentiated active investment solutions and products for institutions, financial intermediaries and private investors. Our core investment business is complemented by fund management services, which include fund administration and other support services to...
-
Investment Compliance and Eligibility Officers
il y a 2 semaines
Luxembourg, Luxembourg European Investment Fund Temps pleinEIF Posting:The European Investment Fund (EIF) is seeking to recruit for its _CIO - Client Service Department (CS) - Client Services - Equity & Debt Divisions__,__ __at its headquarters in Luxembourg,__ Investment Compliance and Eligibility Officers._ These are fulltime positions at grade 4/5 for which the EIF offers a permanent contract._ This is a generic...
-
Investment Management Oversight Manager
il y a 2 semaines
Luxembourg, Luxembourg Apex Group Temps pleinInvestment Management Oversight Manager (f/m/d)Location: Luxembourg city, LuxembourgDate Posted: Feb 17, 2023DescriptionFundRock Management Company S.A. ("FRMC") is part of Apex Group and a leading independent third-party Fund Management Company providing management company services to Luxembourg, Ireland and UK domiciled collective investment schemes in...
-
Investment Management Oversight Manager
il y a 2 semaines
Luxembourg, Luxembourg Apex Group Temps pleinInvestment Management Oversight Manager (f/m/d)Location: Luxembourg city, LuxembourgDate Posted: Mar 15, 2023DescriptionFundRock Management Company S.A. ("FRMC") is part of Apex Group and a leading independent third-party Fund Management Company providing management company services to Luxembourg, Ireland and UK domiciled collective investment schemes in...
-
Investment Controller
il y a 2 semaines
Luxembourg, Luxembourg PATRIZIA AG Temps pleinPATRIZIA ist ein führendes Unternehmen für weltweite Investments in Real Assets.Die Expertise und das Engagement unserer globalen Teams bilden die Basis unseres Erfolgs. Eine nachhaltige Zukunft zu gestalten und einen positiven Beitrag für die Gesellschaft zu leisten, treiben uns an.As (Junior) Investment Controller (M/F/d) you will play a key role within...
-
Senior Investment Compliance and Eligibility Officer
il y a 2 semaines
Luxembourg, Luxembourg European Investment Fund Temps pleinEIF Posting:The European Investment Fund (EIF) is seeking to recruit for its Operations & Information Management Department (OIM) - Investment Compliance and Eligibility Division (ICE), at its headquarters in Luxembourg a Senior Investment Compliance and Eligibility Officer. This is a full-time position (possibly requiring travelling on an exceptional basis)...
-
Investment Management Oversight Manager
il y a 2 semaines
Luxembourg, Luxembourg LRI Invest S.A. Temps pleinLocation: Luxembourg city, LuxembourgDate Posted: Feb 27, 2023DescriptionFundRock Management Company S.A. ("FRMC") is part of Apex Group and a leading independent third-party Fund Management Company providing management company services to Luxembourg, Ireland and UK domiciled collective investment schemes in accordance with the respective regulations. FRMC...