Investment Advisor

il y a 2 semaines


Luxembourg, Luxembourg CA Indosuez Wealth (Group) Temps plein

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 - Italian Market H/F

Type de contrat:

CDI

Date prévue de prise de fonction:01/07/2023

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 Italian 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:

Italian and English fluent, Spanish and or French are considered as strong asset
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