Investment Advisor

il y a 2 semaines


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 - 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:

- Pro-actively 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**:
3 - 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.


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